Goepper Burkhardt’s Parker-Hannifin PH Stock Holding History

Goepper Burkhardt’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	$848K	Sell	867 -200	-19%	-$183K	0.25%	45
2026 Q1	$955K	Hold	1,067	–	–	0.32%	38
2025 Q4	$938K	Hold	1,067	–	–	0.31%	38
2025 Q3	$809K	Hold	1,067	–	–	0.28%	42
2025 Q2	$745K	Hold	1,067	–	–	0.27%	40
2025 Q1	$649K	Buy	1,067 +67	+7%	+$43.8K	0.26%	45
2024 Q4	$636K	Sell	1,000 -22	-2%	-$14.6K	0.26%	42
2024 Q3	$646K	Sell	1,022 -2	-0.2%	-$1.14K	0.27%	44
2024 Q2	$518K	Hold	1,024	–	–	0.23%	46
2024 Q1	$575K	Hold	1,024	–	–	0.27%	45
2023 Q4	$534K	Sell	1,024 -3	-0.3%	-$1.25K	0.27%	45
2023 Q3	$400K	Hold	1,027	–	–	0.24%	43
2023 Q2	$401K	Buy	1,027 +5	+0.5%	+$1.69K	0.24%	44
2023 Q1	$344K	Hold	1,022	–	–	0.22%	43
2022 Q4	$297K	Buy	1,022 +22	+2%	+$6.3K	0.21%	45
2022 Q3	$242K	Hold	1,000	–	–	0.18%	52
2022 Q2	$246K	Hold	1,000	–	–	0.17%	54
2022 Q1	$284K	Hold	1,000	–	–	0.17%	55
2021 Q4	$318K	Hold	1,000	–	–	0.19%	50
2021 Q3	$280K	Hold	1,000	–	–	0.18%	54
2021 Q2	$307K	Hold	1,000	–	–	0.19%	50
2021 Q1	$315K	Hold	1,000	–	–	0.21%	48
2020 Q4	$272K	Buy	+1,000	New	+$248K	0.2%	53

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goepper Burkhardt's PH Position: Q2 2026 in Review

Goepper Burkhardt reduced its Parker-Hannifin (PH) stake by 19% in Q2 2026, selling an estimated $183K and leaving 867 shares worth $848K. The position accounts for 0.25% of the portfolio, ranked #45.

Goepper Burkhardt first reported a position in PH in Q4 2020 and has held it in 23 quarters since. The position peaked at $955K in Q1 2026. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Goepper Burkhardt held 867 shares of Parker-Hannifin worth $848K as of Q2 2026.
Goepper Burkhardt sold 200 Parker-Hannifin shares in Q2 2026, an estimated $183K.
Parker-Hannifin made up 0.25% of Goepper Burkhardt's portfolio in Q2 2026, its #45 holding.
Goepper Burkhardt first reported a position in Parker-Hannifin in Q4 2020 and has held it in 23 quarters since.
Goepper Burkhardt's Parker-Hannifin position peaked at $955K in Q1 2026.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.