EWM
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Empirical Wealth Management’s Parker-Hannifin PH Stock Holding History

Empirical 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 		$4.78M Buy
4,888
+59
+1% +$54K 0.07% 166
2026
Q1 		$4.32M Buy
4,829
+618
+15% +$585K 0.07% 164
2025
Q4 		$3.7M Sell
4,211
-123
-3% -$101K 0.07% 174
2025
Q3 		$3.29M Sell
4,334
-13
-0.3% -$9.59K 0.07% 185
2025
Q2 		$3.04M Buy
4,347
+47
+1% +$29.7K 0.07% 179
2025
Q1 		$2.61M Buy
4,300
+225
+6% +$147K 0.07% 181
2024
Q4 		$2.59M Sell
4,075
-58
-1% -$38.4K 0.07% 168
2024
Q3 		$2.61M Sell
4,133
-20
-0.5% -$11.4K 0.07% 169
2024
Q2 		$2.1M Sell
4,153
-344
-8% -$184K 0.06% 176
2024
Q1 		$2.5M Buy
4,497
+346
+8% +$176K 0.08% 156
2023
Q4 		$1.91M Buy
4,151
+329
+9% +$137K 0.06% 171
2023
Q3 		$1.49M Buy
3,822
+54
+1% +$21.7K 0.06% 183
2023
Q2 		$1.47M Sell
3,768
-459
-11% -$155K 0.06% 187
2023
Q1 		$1.42M Sell
4,227
-18
-0.4% -$5.96K 0.06% 169
2022
Q4 		$1.24M Buy
+4,245
New +$1.22M 0.06% 180
2022
Q2 		– Sell
-746
Closed -$211K – 512
2022
Q1 		$211K Buy
746
+31
+4% +$9.35K 0.01% 464
2021
Q4 		$227K Buy
+715
New +$221K 0.01% 474

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

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

Empirical Wealth Management increased its Parker-Hannifin (PH) stake by 1.2% in Q2 2026, buying an estimated $54K and bringing the position to 4,888 shares worth $4.78M. The position accounts for 0.07% of the portfolio, ranked #166.

Empirical Wealth Management first reported a position in PH in Q4 2021 and has held it in 17 quarters since. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Empirical Wealth Management held 4,888 shares of Parker-Hannifin worth $4.78M as of Q2 2026.
  • Empirical Wealth Management bought 59 Parker-Hannifin shares in Q2 2026, an estimated $54K.
  • Parker-Hannifin made up 0.07% of Empirical Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Empirical Wealth Management first reported a position in Parker-Hannifin in Q4 2021 and has held it in 17 quarters since.
  • 396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.