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Forteris Wealth Management’s Parker-Hannifin PH Stock Holding History

Forteris Wealth Management’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 		$307K Hold
314
– – 0.25% 62
2026
Q1 		$281K Buy
314
+7
+2% +$6.63K 0.27% 59
2025
Q4 		$270K Buy
+307
New +$251K 0.27% 60

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Forteris Wealth Management's PH Position: Q2 2026 in Review

Forteris Wealth Management held its Parker-Hannifin (PH) position steady in Q2 2026 at 314 shares worth $307K. The position accounts for 0.25% of the portfolio, ranked #62.

Forteris Wealth Management first reported a position in PH in Q4 2025 and has held it in 3 quarters since. 1,209 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Forteris Wealth Management held 314 shares of Parker-Hannifin worth $307K as of Q2 2026.
  • Forteris Wealth Management left its Parker-Hannifin share count unchanged in Q2 2026.
  • Parker-Hannifin made up 0.25% of Forteris Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Forteris Wealth Management first reported a position in Parker-Hannifin in Q4 2025 and has held it in 3 quarters since.
  • 1,209 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.