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GoalVest Advisory’s Parker-Hannifin PH Stock Holding History

GoalVest Advisory’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 		$77.3K Hold
79
– – 0.01% 177
2026
Q1 		$70.7K Buy
79
+4
+5% +$3.79K 0.01% 196
2025
Q4 		$65.9K Hold
75
– – 0.01% 213
2025
Q3 		$56.9K Hold
75
– – 0.01% 208
2025
Q2 		$52.4K Buy
75
+55
+275% +$34.8K 0.01% 202
2025
Q1 		$12.2K Hold
20
– – ﹤0.01% 259
2024
Q4 		$12.7K Hold
20
– – ﹤0.01% 268
2024
Q3 		$12.6K Hold
20
– – ﹤0.01% 301
2024
Q2 		$10.1K Sell
20
-50
-71% -$26.8K ﹤0.01% 275
2024
Q1 		$38.9K Buy
70
+20
+40% +$10.2K 0.01% 211
2023
Q4 		$23K Buy
50
+45
+900% +$18.7K 0.01% 195
2023
Q3 		$1.95K Buy
+5
New +$2.01K ﹤0.01% 425

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

GoalVest Advisory's PH Position: Q2 2026 in Review

GoalVest Advisory held its Parker-Hannifin (PH) position steady in Q2 2026 at 79 shares worth $77.3K. The position accounts for 0.01% of the portfolio, ranked #177.

GoalVest Advisory first reported a position in PH in Q3 2023 and has held it in 12 quarters since. 348 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • GoalVest Advisory held 79 shares of Parker-Hannifin worth $77.3K as of Q2 2026.
  • GoalVest Advisory left its Parker-Hannifin share count unchanged in Q2 2026.
  • Parker-Hannifin made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #177 holding.
  • GoalVest Advisory first reported a position in Parker-Hannifin in Q3 2023 and has held it in 12 quarters since.
  • 348 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.