Cypress Advisory Group’s Parker-Hannifin PH Stock Holding History

Cypress Advisory Group’s Portfolio PH Stock Details PH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.04M	Hold	1,065	–	–	0.81%	38
2026 Q1	$953K	Sell	1,065 -545	-34%	-$516K	0.73%	43
2025 Q4	$1.42M	Hold	1,610	–	–	1.04%	29
2025 Q3	$1.22M	Hold	1,610	–	–	0.9%	35
2025 Q2	$1.12M	Hold	1,610	–	–	0.87%	37
2025 Q1	$979K	Hold	1,610	–	–	0.89%	30
2024 Q4	$1.02M	Buy	+1,610	New	+$1.07M	0.94%	32

Other funds holding PH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Cypress Advisory Group's PH Position: Q2 2026 in Review

Cypress Advisory Group held its Parker-Hannifin (PH) position steady in Q2 2026 at 1,065 shares worth $1.04M. The position accounts for 0.81% of the portfolio, ranked #38.

Cypress Advisory Group first reported a position in PH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.42M in Q4 2025. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Cypress Advisory Group held 1,065 shares of Parker-Hannifin worth $1.04M as of Q2 2026.
Cypress Advisory Group left its Parker-Hannifin share count unchanged in Q2 2026.
Parker-Hannifin made up 0.81% of Cypress Advisory Group's portfolio in Q2 2026, its #38 holding.
Cypress Advisory Group first reported a position in Parker-Hannifin in Q4 2024 and has held it in 7 quarters since.
Cypress Advisory Group's Parker-Hannifin position peaked at $1.42M in Q4 2025.
396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.