EFP
PH icon

Elser Financial Planning’s Parker-Hannifin PH Stock Holding History

Elser Financial Planning’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 		$266K Buy
272
+2
+0.7% +$1.83K 0.01% 105
2026
Q1 		$244K Sell
270
-1
-0.4% -$946 0.01% 119
2025
Q4 		$238K Hold
271
– – 0.17% 73
2025
Q3 		$205K Buy
+271
New +$200K 0.25% 69

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

Elser Financial Planning's PH Position: Q2 2026 in Review

Elser Financial Planning increased its Parker-Hannifin (PH) stake by 0.74% in Q2 2026, buying an estimated $1.83K and bringing the position to 272 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #105.

Elser Financial Planning first reported a position in PH in Q3 2025 and has held it in 4 quarters since. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Elser Financial Planning held 272 shares of Parker-Hannifin worth $266K as of Q2 2026.
  • Elser Financial Planning bought 2 Parker-Hannifin shares in Q2 2026, an estimated $1.83K.
  • Parker-Hannifin made up 0.01% of Elser Financial Planning's portfolio in Q2 2026, its #105 holding.
  • Elser Financial Planning first reported a position in Parker-Hannifin in Q3 2025 and has held it in 4 quarters since.
  • 396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.