Falcon Wealth Planning’s Parker-Hannifin PH Stock Holding History

Falcon Wealth Planning’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	–	Sell	-343	Closed	-$307K	–	262
2026 Q1	$307K	Buy	343 +20	+6%	+$18.9K	0.02%	179
2025 Q4	$284K	Hold	323	–	–	0.02%	171
2025 Q3	$245K	Buy	323 +3	+0.9%	+$2.21K	0.02%	167
2025 Q2	$224K	Buy	+320	New	+$202K	0.02%	163

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Falcon Wealth Planning's PH Position: Q2 2026 in Review

Falcon Wealth Planning sold out of Parker-Hannifin (PH) in Q2 2026, closing a stake of 343 shares — an estimated $307K sold.

Falcon Wealth Planning first reported a position in PH in Q2 2025 and held it in 4 quarters. The position peaked at $307K in Q1 2026. 1,971 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Falcon Wealth Planning reported no remaining Parker-Hannifin position as of Q2 2026 after selling out during the quarter.
Falcon Wealth Planning sold 343 Parker-Hannifin shares in Q2 2026, an estimated $307K.
Falcon Wealth Planning first reported a position in Parker-Hannifin in Q2 2025 and held it in 4 quarters.
Falcon Wealth Planning's Parker-Hannifin position peaked at $307K in Q1 2026.
1,971 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.