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Foundations Investment Advisors’s Parker-Hannifin PH Stock Holding History

Foundations Investment 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 		$390K Buy
399
+4
+1% +$3.66K ﹤0.01% 858
2026
Q1 		$354K Buy
395
+4
+1% +$3.79K ﹤0.01% 849
2025
Q4 		$344K Buy
391
+40
+11% +$32.7K ﹤0.01% 848
2025
Q3 		$266K Sell
351
-1,137
-76% -$839K ﹤0.01% 901
2025
Q2 		$1.04M Buy
1,488
+12
+0.8% +$7.58K 0.02% 426
2025
Q1 		$897K Sell
1,476
-39
-3% -$25.5K 0.02% 425
2024
Q4 		$963K Buy
1,515
+33
+2% +$21.9K 0.02% 408
2024
Q3 		$936K Buy
1,482
+48
+3% +$27.3K 0.02% 372
2024
Q2 		$725K Buy
1,434
+13
+0.9% +$6.97K 0.02% 416
2024
Q1 		$790K Sell
1,421
-9
-0.6% -$4.57K 0.02% 367
2023
Q4 		$715K Sell
1,430
-766
-35% -$319K 0.02% 364
2023
Q3 		$856K Sell
2,196
-811
-27% -$326K 0.03% 304
2023
Q2 		$1.17M Buy
3,007
+1,805
+150% +$611K 0.04% 246
2023
Q1 		$404K Buy
1,202
+9
+0.8% +$2.98K 0.01% 349
2022
Q4 		$347K Sell
1,193
-46
-4% -$13.2K 0.01% 323
2022
Q3 		$300K Buy
+1,239
New +$335K 0.01% 320

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

Foundations Investment Advisors's PH Position: Q2 2026 in Review

Foundations Investment Advisors increased its Parker-Hannifin (PH) stake by 1% in Q2 2026, buying an estimated $3.66K and bringing the position to 399 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Foundations Investment Advisors first reported a position in PH in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.17M in Q2 2023. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Foundations Investment Advisors held 399 shares of Parker-Hannifin worth $390K as of Q2 2026.
  • Foundations Investment Advisors bought 4 Parker-Hannifin shares in Q2 2026, an estimated $3.66K.
  • Parker-Hannifin made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #858 holding.
  • Foundations Investment Advisors first reported a position in Parker-Hannifin in Q3 2022 and has held it in 16 quarters since.
  • Foundations Investment Advisors's Parker-Hannifin position peaked at $1.17M in Q2 2023.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.