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Evergreen Private Wealth’s Parker-Hannifin PH Stock Holding History

Evergreen Private Wealth’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 		$4.38M Buy
4,481
+38
+0.9% +$34.8K 1.62% 26
2026
Q1 		$3.98M Sell
4,443
-127
-3% -$120K 1.61% 30
2025
Q4 		$4.02M Sell
4,570
-774
-14% -$633K 1.58% 27
2025
Q3 		$4.05M Sell
5,344
-100
-2% -$73.8K 1.64% 28
2025
Q2 		$3.8M Buy
5,444
+111
+2% +$70.1K 1.59% 27
2025
Q1 		$3.24M Sell
5,333
-5
-0.1% -$3.27K 1.52% 28
2024
Q4 		$3.4M Buy
5,338
+3
+0.1% +$1.99K 1.59% 28
2024
Q3 		$3.37M Buy
5,335
+50
+0.9% +$28.4K 1.56% 28
2024
Q2 		$2.67M Buy
5,285
+95
+2% +$50.9K 1.32% 36
2024
Q1 		$2.88M Buy
+5,190
New +$2.64M 1.45% 34

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

Evergreen Private Wealth's PH Position: Q2 2026 in Review

Evergreen Private Wealth increased its Parker-Hannifin (PH) stake by 0.86% in Q2 2026, buying an estimated $34.8K and bringing the position to 4,481 shares worth $4.38M. The position accounts for 1.62% of the portfolio, ranked #26.

Evergreen Private Wealth first reported a position in PH in Q1 2024 and has held it in 10 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Evergreen Private Wealth held 4,481 shares of Parker-Hannifin worth $4.38M as of Q2 2026.
  • Evergreen Private Wealth bought 38 Parker-Hannifin shares in Q2 2026, an estimated $34.8K.
  • Parker-Hannifin made up 1.62% of Evergreen Private Wealth's portfolio in Q2 2026, its #26 holding.
  • Evergreen Private Wealth first reported a position in Parker-Hannifin in Q1 2024 and has held it in 10 quarters since.
  • 1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.