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EP Wealth Advisors’s Parker-Hannifin PH Stock Holding History

EP Wealth Advisors’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 		$11.3M Buy
11,562
+139
+1% +$127K 0.04% 257
2026
Q1 		$10.2M Sell
11,423
-1,774
-13% -$1.68M 0.05% 218
2025
Q4 		$11.6M Buy
+13,197
New +$10.8M 0.06% 184
2025
Q2 		$7.46M Buy
10,676
+6,792
+175% +$4.29M 0.05% 214
2025
Q1 		$2.36M Buy
3,884
+176
+5% +$115K 0.02% 338
2024
Q4 		$2.36M Buy
3,708
+276
+8% +$183K 0.02% 332
2024
Q3 		$2.17M Buy
3,432
+701
+26% +$398K 0.02% 348
2024
Q2 		$1.38M Buy
2,731
+180
+7% +$96.5K 0.01% 335
2024
Q1 		$1.42M Sell
2,551
-54
-2% -$27.4K 0.02% 315
2023
Q4 		$1.2M Sell
2,605
-19
-0.7% -$7.91K 0.02% 340
2023
Q3 		$1.02M Sell
2,624
-31,731
-92% -$12.8M 0.02% 327
2023
Q2 		$975K Buy
34,355
+23,333
+212% +$7.9M 0.01% 342
2023
Q1 		$1.58M Buy
11,022
+9,547
+647% +$3.16M 0.03% 244
2022
Q4 		$429K Buy
+1,475
New +$422K 0.01% 410
2022
Q3 		– Sell
-2,149
Closed -$529K – 544
2022
Q2 		$529K Buy
2,149
+90
+4% +$24.1K 0.01% 362
2022
Q1 		$584K Buy
2,059
+57
+3% +$17.2K 0.01% 352
2021
Q4 		$637K Buy
2,002
+355
+22% +$110K 0.02% 316
2021
Q3 		$461K Buy
1,647
+837
+103% +$249K 0.01% 347
2021
Q2 		$249K Buy
810
+37
+5% +$11.5K 0.01% 481
2021
Q1 		$244K Buy
+773
New +$223K 0.01% 438

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

EP Wealth Advisors's PH Position: Q2 2026 in Review

EP Wealth Advisors increased its Parker-Hannifin (PH) stake by 1.2% in Q2 2026, buying an estimated $127K and bringing the position to 11,562 shares worth $11.3M. The position accounts for 0.04% of the portfolio, ranked #257.

EP Wealth Advisors first reported a position in PH in Q1 2021 and has held it in 20 quarters since. The position peaked at $11.6M in Q4 2025. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • EP Wealth Advisors held 11,562 shares of Parker-Hannifin worth $11.3M as of Q2 2026.
  • EP Wealth Advisors bought 139 Parker-Hannifin shares in Q2 2026, an estimated $127K.
  • Parker-Hannifin made up 0.04% of EP Wealth Advisors's portfolio in Q2 2026, its #257 holding.
  • EP Wealth Advisors first reported a position in Parker-Hannifin in Q1 2021 and has held it in 20 quarters since.
  • EP Wealth Advisors's Parker-Hannifin position peaked at $11.6M in Q4 2025.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.