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

Diversify 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 		$1.07M Buy
1,084
+41
+4% +$37.6K 0.02% 605
2026
Q1 		$988K Buy
1,043
+550
+112% +$521K 0.02% 602
2025
Q4 		$462K Buy
493
+74
+18% +$60.6K 0.02% 453
2025
Q3 		$324K Buy
419
+81
+24% +$59.8K 0.02% 445
2025
Q2 		$254K Sell
338
-19
-5% -$12K 0.02% 478
2025
Q1 		$215K Buy
+357
New +$233K 0.02% 485

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

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

Diversify Wealth Management increased its Parker-Hannifin (PH) stake by 3.9% in Q2 2026, buying an estimated $37.6K and bringing the position to 1,084 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #605.

Diversify Wealth Management first reported a position in PH in Q1 2025 and has held it in 6 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Diversify Wealth Management held 1,084 shares of Parker-Hannifin worth $1.07M as of Q2 2026.
  • Diversify Wealth Management bought 41 Parker-Hannifin shares in Q2 2026, an estimated $37.6K.
  • Parker-Hannifin made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #605 holding.
  • Diversify Wealth Management first reported a position in Parker-Hannifin in Q1 2025 and has held it in 6 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.