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Financial Life Planners’s Parker-Hannifin PH Stock Holding History

Financial Life Planners’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 		$85.7K Buy
88
+1
+1% +$916 0.06% 96
2026
Q1 		$78.3K Buy
+87
New +$82.3K 0.06% 92
2025
Q4 		– Sell
-87
Closed -$66K – 255
2025
Q3 		$66K Buy
+87
New +$64.2K 0.04% 108
2025
Q1 		– Sell
-86
Closed -$55K – 293
2024
Q4 		$55K Buy
+86
New +$56.9K 0.05% 111

Other funds holding PH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Financial Life Planners's PH Position: Q2 2026 in Review

Financial Life Planners increased its Parker-Hannifin (PH) stake by 1.1% in Q2 2026, buying an estimated $916 and bringing the position to 88 shares worth $85.7K. The position accounts for 0.06% of the portfolio, ranked #96.

Financial Life Planners first reported a position in PH in Q4 2024 and has held it in 4 quarters since. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Financial Life Planners held 88 shares of Parker-Hannifin worth $85.7K as of Q2 2026.
  • Financial Life Planners bought 1 Parker-Hannifin share in Q2 2026, an estimated $916.
  • Parker-Hannifin made up 0.06% of Financial Life Planners's portfolio in Q2 2026, its #96 holding.
  • Financial Life Planners first reported a position in Parker-Hannifin in Q4 2024 and has held it in 4 quarters since.
  • 396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.