Fiduciary Alliance’s Parker-Hannifin PH Stock Holding History

Fiduciary Alliance’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	$202K	Sell	206 -5	-2%	-$4.58K	0.01%	522
2026 Q1	$203K	Buy	+211	New	+$200K	0.01%	529
2023 Q3	–	Sell	-88	Closed	-$34.3K	–	713
2023 Q2	$34.3K	Buy	+88	New	+$29.8K	0.01%	363
2023 Q1	–	Sell	-24	Closed	-$6.98K	–	652
2022 Q4	$6.98K	Buy	+24	New	+$6.87K	﹤0.01%	472

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

Fiduciary Alliance's PH Position: Q2 2026 in Review

Fiduciary Alliance reduced its Parker-Hannifin (PH) stake by 2.4% in Q2 2026, selling an estimated $4.58K and leaving 206 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #522.

Fiduciary Alliance first reported a position in PH in Q4 2022 and has held it in 4 quarters since. The position peaked at $203K in Q1 2026. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Fiduciary Alliance held 206 shares of Parker-Hannifin worth $202K as of Q2 2026.
Fiduciary Alliance sold 5 Parker-Hannifin shares in Q2 2026, an estimated $4.58K.
Parker-Hannifin made up 0.01% of Fiduciary Alliance's portfolio in Q2 2026, its #522 holding.
Fiduciary Alliance first reported a position in Parker-Hannifin in Q4 2022 and has held it in 4 quarters since.
Fiduciary Alliance's Parker-Hannifin position peaked at $203K in Q1 2026.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.