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Defined Wealth Management’s Parker-Hannifin PH Stock Holding History

Defined Wealth Management’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 		$265K Buy
271
+3
+1% +$2.75K 0.14% 104
2026
Q1 		$240K Sell
268
-1
-0.4% -$946 0.14% 105
2025
Q4 		$236K Buy
269
+5
+2% +$4.09K 0.14% 106
2025
Q3 		$200K Buy
+264
New +$195K 0.12% 106

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Defined Wealth Management's PH Position: Q2 2026 in Review

Defined Wealth Management increased its Parker-Hannifin (PH) stake by 1.1% in Q2 2026, buying an estimated $2.75K and bringing the position to 271 shares worth $265K. The position accounts for 0.14% of the portfolio, ranked #104.

Defined Wealth Management first reported a position in PH in Q3 2025 and has held it in 4 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Defined Wealth Management held 271 shares of Parker-Hannifin worth $265K as of Q2 2026.
  • Defined Wealth Management bought 3 Parker-Hannifin shares in Q2 2026, an estimated $2.75K.
  • Parker-Hannifin made up 0.14% of Defined Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Defined Wealth Management first reported a position in Parker-Hannifin in Q3 2025 and has held it in 4 quarters since.
  • 1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.