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

Endowment 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 		$494K Sell
505
-4
-0.8% -$3.66K 0.19% 86
2026
Q1 		$456K Sell
509
-141
-22% -$133K 0.2% 85
2025
Q4 		$572K Sell
650
-34
-5% -$27.8K 0.26% 75
2025
Q3 		$518K Sell
684
-4
-0.6% -$2.95K 0.24% 82
2025
Q2 		$481K Sell
688
-26
-4% -$16.4K 0.25% 76
2025
Q1 		$434K Buy
714
+63
+10% +$41.2K 0.28% 73
2024
Q4 		$414K Sell
651
-29
-4% -$19.2K 0.28% 72
2024
Q3 		$430K Sell
680
-89
-12% -$50.6K 0.28% 72
2024
Q2 		$389K Sell
769
-103
-12% -$55.2K 0.28% 73
2024
Q1 		$485K Sell
872
-111
-11% -$56.4K 0.36% 68
2023
Q4 		$453K Sell
983
-27
-3% -$11.2K 0.38% 62
2023
Q3 		$393K Sell
1,010
-2
-0.2% -$804 0.35% 72
2023
Q2 		$395K Buy
1,012
+63
+7% +$21.3K 0.36% 70
2023
Q1 		$319K Sell
949
-11
-1% -$3.64K 0.32% 79
2022
Q4 		$279K Buy
+960
New +$275K 0.31% 81

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

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

Endowment Wealth Management reduced its Parker-Hannifin (PH) stake by 0.79% in Q2 2026, selling an estimated $3.66K and leaving 505 shares worth $494K. The position accounts for 0.19% of the portfolio, ranked #86.

Endowment Wealth Management first reported a position in PH in Q4 2022 and has held it in 15 quarters since. The position peaked at $572K in Q4 2025. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Endowment Wealth Management held 505 shares of Parker-Hannifin worth $494K as of Q2 2026.
  • Endowment Wealth Management sold 4 Parker-Hannifin shares in Q2 2026, an estimated $3.66K.
  • Parker-Hannifin made up 0.19% of Endowment Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Endowment Wealth Management first reported a position in Parker-Hannifin in Q4 2022 and has held it in 15 quarters since.
  • Endowment Wealth Management's Parker-Hannifin position peaked at $572K in Q4 2025.
  • 1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

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