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Elm3 Financial Group’s Parker-Hannifin PH Stock Holding History

Elm3 Financial Group’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 		$391K Buy
400
+42
+12% +$38.5K 0.27% 85
2026
Q1 		$320K Buy
358
+58
+19% +$54.9K 0.27% 87
2025
Q4 		$264K Sell
300
-7
-2% -$5.73K 0.22% 95
2025
Q3 		$233K Buy
307
+7
+2% +$5.17K 0.19% 102
2025
Q2 		$210K Sell
300
-32
-10% -$20.2K 0.17% 105
2025
Q1 		$202K Sell
332
-36
-10% -$23.5K 0.18% 95
2024
Q4 		$234K Buy
+368
New +$244K 0.2% 80

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

Elm3 Financial Group's PH Position: Q2 2026 in Review

Elm3 Financial Group increased its Parker-Hannifin (PH) stake by 12% in Q2 2026, buying an estimated $38.5K and bringing the position to 400 shares worth $391K. The position accounts for 0.27% of the portfolio, ranked #85.

Elm3 Financial Group first reported a position in PH in Q4 2024 and has held it in 7 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Elm3 Financial Group held 400 shares of Parker-Hannifin worth $391K as of Q2 2026.
  • Elm3 Financial Group bought 42 Parker-Hannifin shares in Q2 2026, an estimated $38.5K.
  • Parker-Hannifin made up 0.27% of Elm3 Financial Group's portfolio in Q2 2026, its #85 holding.
  • Elm3 Financial Group first reported a position in Parker-Hannifin in Q4 2024 and has held it in 7 quarters since.
  • 1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.