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Delap Wealth Advisory’s Parker-Hannifin PH Stock Holding History

Delap Wealth Advisory’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 		$238K Hold
243
– – 0.08% 83
2026
Q1 		$218K Sell
243
-28
-10% -$26.5K 0.08% 84
2025
Q4 		$238K Buy
+271
New +$222K 0.09% 87
2024
Q2 		– Sell
-436
Closed -$242K – 247
2024
Q1 		$242K Buy
+436
New +$222K 0.1% 203

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

Delap Wealth Advisory's PH Position: Q2 2026 in Review

Delap Wealth Advisory held its Parker-Hannifin (PH) position steady in Q2 2026 at 243 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #83.

Delap Wealth Advisory first reported a position in PH in Q1 2024 and has held it in 4 quarters since. The position peaked at $242K in Q1 2024. 1,983 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Delap Wealth Advisory held 243 shares of Parker-Hannifin worth $238K as of Q2 2026.
  • Delap Wealth Advisory left its Parker-Hannifin share count unchanged in Q2 2026.
  • Parker-Hannifin made up 0.08% of Delap Wealth Advisory's portfolio in Q2 2026, its #83 holding.
  • Delap Wealth Advisory first reported a position in Parker-Hannifin in Q1 2024 and has held it in 4 quarters since.
  • Delap Wealth Advisory's Parker-Hannifin position peaked at $242K in Q1 2024.
  • 1,983 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.