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

Dogwood 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 		$40.1K Buy
41
+6
+17% +$5.5K 0.02% 180
2026
Q1 		$31.3K Buy
35
+8
+30% +$7.57K 0.01% 183
2025
Q4 		$23.7K Buy
27
+11
+69% +$9K 0.01% 183
2025
Q3 		$12.1K Buy
16
+2
+14% +$1.48K 0.01% 244
2025
Q2 		$9.9K Buy
14
+11
+367% +$6.95K ﹤0.01% 283
2025
Q1 		$1.82K Buy
+3
New +$1.96K ﹤0.01% 355
2024
Q3 		– Hold
0
– – – 254
2024
Q2 		– Hold
0
– – – 314
2024
Q1 		– Hold
0
– – – 306
2023
Q4 		– Hold
0
– – – 286

Other funds holding PH

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

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

Dogwood Wealth Management increased its Parker-Hannifin (PH) stake by 17% in Q2 2026, buying an estimated $5.5K and bringing the position to 41 shares worth $40.1K. The position accounts for 0.02% of the portfolio, ranked #180.

Dogwood Wealth Management first reported a position in PH in Q1 2025 and has held it in 6 quarters since. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Dogwood Wealth Management held 41 shares of Parker-Hannifin worth $40.1K as of Q2 2026.
  • Dogwood Wealth Management bought 6 Parker-Hannifin shares in Q2 2026, an estimated $5.5K.
  • Parker-Hannifin made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Dogwood Wealth Management first reported a position in Parker-Hannifin in Q1 2025 and has held it in 6 quarters since.
  • 396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.