EFS
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Essex Financial Services’s Parker-Hannifin PH Stock Holding History

Essex Financial Services’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 		$1.16M Sell
1,188
-33
-3% -$30.2K 0.06% 283
2026
Q1 		$1.09M Buy
1,221
+49
+4% +$46.4K 0.06% 264
2025
Q4 		$1.03M Sell
1,172
-1
-0.1% -$818 0.06% 272
2025
Q3 		$889K Sell
1,173
-8
-0.7% -$5.9K 0.05% 297
2025
Q2 		$825K Buy
1,181
+119
+11% +$75.2K 0.05% 298
2025
Q1 		$646K Buy
1,062
+12
+1% +$7.85K 0.05% 327
2024
Q4 		$668K Buy
1,050
+41
+4% +$27.1K 0.05% 320
2024
Q3 		$635K Buy
1,009
+21
+2% +$11.9K 0.05% 330
2024
Q2 		$561K Buy
988
+449
+83% +$241K 0.04% 353
2024
Q1 		$300K Buy
539
+22
+4% +$11.2K 0.03% 424
2023
Q4 		$238K Buy
+517
New +$215K 0.02% 448
2023
Q3 		– Sell
-513
Closed -$200K – 488
2023
Q2 		$200K Buy
+513
New +$174K 0.02% 454

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Essex Financial Services's PH Position: Q2 2026 in Review

Essex Financial Services reduced its Parker-Hannifin (PH) stake by 2.7% in Q2 2026, selling an estimated $30.2K and leaving 1,188 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #283.

Essex Financial Services first reported a position in PH in Q2 2023 and has held it in 12 quarters since. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Essex Financial Services held 1,188 shares of Parker-Hannifin worth $1.16M as of Q2 2026.
  • Essex Financial Services sold 33 Parker-Hannifin shares in Q2 2026, an estimated $30.2K.
  • Parker-Hannifin made up 0.06% of Essex Financial Services's portfolio in Q2 2026, its #283 holding.
  • Essex Financial Services first reported a position in Parker-Hannifin in Q2 2023 and has held it in 12 quarters since.
  • 1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.