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Halbert Hargrove Global Advisors’s Parker-Hannifin PH Stock Holding History

Halbert Hargrove Global 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 		$1.96K Buy
+2
New +$1.83K ﹤0.01% 389
2025
Q4 		– Sell
-7
Closed -$5.31K – 646
2025
Q3 		$5.31K Buy
+7
New +$5.17K ﹤0.01% 406
2025
Q2 		– Sell
-4,203
Closed -$2.55M – 560
2025
Q1 		$2.55M Buy
+4,203
New +$2.75M 0.14% 28

Other funds holding PH

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Halbert Hargrove Global Advisors's PH Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Parker-Hannifin (PH) in Q2 2026: 2 shares worth $1.96K. The stake represents ﹤0.01% of the portfolio and ranks #389 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in PH as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in PH in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.55M in Q1 2025. 809 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Halbert Hargrove Global Advisors held 2 shares of Parker-Hannifin worth $1.96K as of Q2 2026.
  • Parker-Hannifin was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Parker-Hannifin made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #389 holding.
  • Halbert Hargrove Global Advisors first reported a position in Parker-Hannifin in Q1 2025 and has held it in 3 quarters since.
  • Halbert Hargrove Global Advisors's Parker-Hannifin position peaked at $2.55M in Q1 2025.
  • 809 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.