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Fortis Group Advisors’s Parker-Hannifin PH Stock Holding History

Fortis Group Advisors’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 		$11.7K Buy
12
+1
+9% +$916 ﹤0.01% 379
2026
Q1 		$9.85K Hold
11
– – ﹤0.01% 384
2025
Q4 		$9.67K Hold
11
– – ﹤0.01% 385
2025
Q3 		$8.34K Hold
11
– – ﹤0.01% 355
2025
Q2 		$7.68K Hold
11
– – ﹤0.01% 350
2025
Q1 		$6.69K Hold
11
– – ﹤0.01% 329
2024
Q4 		$7K Hold
11
– – ﹤0.01% 333
2024
Q3 		$6.95K Hold
11
– – ﹤0.01% 329
2024
Q2 		$5.56K Hold
11
– – ﹤0.01% 344
2024
Q1 		$6.11K Sell
11
-11
-50% -$5.59K ﹤0.01% 356
2023
Q4 		$10.1K Buy
22
+11
+100% +$4.58K ﹤0.01% 300
2023
Q3 		$4.29K Buy
+11
New +$4.42K ﹤0.01% 302
2020
Q3 		$2K Buy
+11
New +$2.16K ﹤0.01% 402

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
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

Fortis Group Advisors's PH Position: Q2 2026 in Review

Fortis Group Advisors increased its Parker-Hannifin (PH) stake by 9.1% in Q2 2026, buying an estimated $916 and bringing the position to 12 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Fortis Group Advisors first reported a position in PH in Q3 2020 and has held it in 13 quarters since. 1,984 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Fortis Group Advisors held 12 shares of Parker-Hannifin worth $11.7K as of Q2 2026.
  • Fortis Group Advisors bought 1 Parker-Hannifin share in Q2 2026, an estimated $916.
  • Parker-Hannifin made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #379 holding.
  • Fortis Group Advisors first reported a position in Parker-Hannifin in Q3 2020 and has held it in 13 quarters since.
  • 1,984 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.