DAS
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Dynamic Advisor Solutions’s Parker-Hannifin PH Stock Holding History

Dynamic Advisor Solutions’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 		$1.89M Sell
1,932
-261
-12% -$239K 0.05% 348
2026
Q1 		$1.96M Buy
2,193
+175
+9% +$166K 0.06% 319
2025
Q4 		$1.77M Sell
2,018
-131
-6% -$107K 0.06% 321
2025
Q3 		$1.63M Sell
2,149
-3
-0.1% -$2.21K 0.05% 363
2025
Q2 		$1.5M Buy
2,152
+108
+5% +$68.2K 0.05% 350
2025
Q1 		$1.24M Buy
2,044
+5
+0.2% +$3.27K 0.04% 375
2024
Q4 		$1.3M Sell
2,039
-85
-4% -$56.3K 0.06% 270
2024
Q3 		$1.34M Sell
2,124
-16
-0.7% -$9.09K 0.04% 383
2024
Q2 		$1.08M Buy
2,140
+58
+3% +$31.1K 0.03% 436
2024
Q1 		$1.16M Buy
2,082
+328
+19% +$167K 0.04% 413
2023
Q4 		$796K Buy
1,754
+122
+7% +$50.8K 0.03% 466
2023
Q3 		$636K Buy
1,632
+77
+5% +$30.9K 0.03% 461
2023
Q2 		$606K Buy
1,555
+525
+51% +$178K 0.03% 446
2023
Q1 		$346K Buy
1,030
+273
+36% +$90.4K 0.02% 562
2022
Q4 		$220K Buy
+757
New +$217K 0.02% 641
2017
Q1 		– Sell
-3,119
Closed -$437K – 220
2016
Q4 		$437K Sell
3,119
-16
-0.5% -$2.13K 0.17% 143
2016
Q3 		$394K Buy
+3,135
New +$374K 0.15% 168

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

Dynamic Advisor Solutions's PH Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Parker-Hannifin (PH) stake by 12% in Q2 2026, selling an estimated $239K and leaving 1,932 shares worth $1.89M. The position accounts for 0.05% of the portfolio, ranked #348.

Dynamic Advisor Solutions first reported a position in PH in Q3 2016 and has held it in 17 quarters since. The position peaked at $1.96M in Q1 2026. 362 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Dynamic Advisor Solutions held 1,932 shares of Parker-Hannifin worth $1.89M as of Q2 2026.
  • Dynamic Advisor Solutions sold 261 Parker-Hannifin shares in Q2 2026, an estimated $239K.
  • Parker-Hannifin made up 0.05% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #348 holding.
  • Dynamic Advisor Solutions first reported a position in Parker-Hannifin in Q3 2016 and has held it in 17 quarters since.
  • Dynamic Advisor Solutions's Parker-Hannifin position peaked at $1.96M in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.