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

Evolve 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 		$306K Sell
313
-611
-66% -$560K 0.02% 714
2026
Q1 		$827K Buy
924
+243
+36% +$230K 0.04% 383
2025
Q4 		$599K Buy
+681
New +$557K 0.04% 463

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

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

Evolve Private Wealth reduced its Parker-Hannifin (PH) stake by 66% in Q2 2026, selling an estimated $560K and leaving 313 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #714.

Evolve Private Wealth first reported a position in PH in Q4 2025 and has held it in 3 quarters since. The position peaked at $827K in Q1 2026. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Evolve Private Wealth held 313 shares of Parker-Hannifin worth $306K as of Q2 2026.
  • Evolve Private Wealth sold 611 Parker-Hannifin shares in Q2 2026, an estimated $560K.
  • Parker-Hannifin made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #714 holding.
  • Evolve Private Wealth first reported a position in Parker-Hannifin in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Parker-Hannifin position peaked at $827K in Q1 2026.
  • 1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

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