FSM Wealth Advisors’s Parker-Hannifin PH Stock Holding History

FSM Wealth 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	$867K	Buy	887 +153	+21%	+$140K	0.09%	121
2026 Q1	$657K	Buy	734 +6	+0.8%	+$5.68K	0.08%	131
2025 Q4	$640K	Buy	728 +9	+1%	+$7.37K	0.09%	133
2025 Q3	$545K	Buy	719 +41	+6%	+$30.3K	0.08%	165
2025 Q2	$479K	Buy	678 +27	+4%	+$17.1K	0.08%	161
2025 Q1	$396K	Buy	651 +61	+10%	+$39.9K	0.09%	131
2024 Q4	$388K	Buy	590 +19	+3%	+$12.6K	0.1%	117
2024 Q3	$361K	Buy	571 +22	+4%	+$12.5K	0.1%	118
2024 Q2	$278K	Sell	549 -1	-0.2%	-$536	0.09%	122
2024 Q1	$305K	Buy	550 +7	+1%	+$3.56K	0.11%	120
2023 Q4	$250K	Buy	543 +11	+2%	+$4.58K	0.11%	131
2023 Q3	$207K	Buy	532 +1	+0.2%	+$402	0.1%	138
2023 Q2	$212K	Buy	+531	New	+$180K	0.11%	157

Other funds holding PH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

FSM Wealth Advisors's PH Position: Q2 2026 in Review

FSM Wealth Advisors increased its Parker-Hannifin (PH) stake by 21% in Q2 2026, buying an estimated $140K and bringing the position to 887 shares worth $867K. The position accounts for 0.09% of the portfolio, ranked #121.

FSM Wealth Advisors first reported a position in PH in Q2 2023 and has held it in 13 quarters since. 402 funds tracked by Wall St. Rank hold PH as of Q2 2026.

FSM Wealth Advisors held 887 shares of Parker-Hannifin worth $867K as of Q2 2026.
FSM Wealth Advisors bought 153 Parker-Hannifin shares in Q2 2026, an estimated $140K.
Parker-Hannifin made up 0.09% of FSM Wealth Advisors's portfolio in Q2 2026, its #121 holding.
FSM Wealth Advisors first reported a position in Parker-Hannifin in Q2 2023 and has held it in 13 quarters since.
402 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.