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Greenline Wealth Management’s Parker-Hannifin PH Stock Holding History

Greenline Wealth Management’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 		$258K Buy
+264
New +$242K 0.21% 98
2026
Q1 		– Sell
-189
Closed -$167K – 386
2025
Q4 		$167K Buy
+189
New +$155K 0.17% 96

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

Greenline Wealth Management's PH Position: Q2 2026 in Review

Greenline Wealth Management opened a new position in Parker-Hannifin (PH) in Q2 2026: 264 shares worth $258K. The stake represents 0.21% of the portfolio and ranks #98 among its holdings. This is a return to the name: Greenline Wealth Management previously reported a position in PH as recently as Q4 2025.

Greenline Wealth Management first reported a position in PH in Q4 2025 and has held it in 2 quarters since. 1,975 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Greenline Wealth Management held 264 shares of Parker-Hannifin worth $258K as of Q2 2026.
  • Parker-Hannifin was a new Greenline Wealth Management position in Q2 2026.
  • Parker-Hannifin made up 0.21% of Greenline Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Greenline Wealth Management first reported a position in Parker-Hannifin in Q4 2025 and has held it in 2 quarters since.
  • 1,975 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.