HWA
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HCR Wealth Advisors’s Parker-Hannifin PH Stock Holding History

HCR 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 		$873K Buy
893
+180
+25% +$165K 0.08% 121
2026
Q1 		$638K Buy
713
+4
+0.6% +$3.79K 0.07% 133
2025
Q4 		$623K Buy
709
+33
+5% +$27K 0.06% 136
2025
Q3 		$513K Sell
676
-3
-0.4% -$2.21K 0.05% 142
2025
Q2 		$474K Sell
679
-153
-18% -$96.7K 0.06% 144
2025
Q1 		$506K Buy
832
+205
+33% +$134K 0.07% 138
2024
Q4 		$399K Buy
627
+8
+1% +$5.3K 0.05% 160
2024
Q3 		$391K Sell
619
-2
-0.3% -$1.14K 0.05% 159
2024
Q2 		$314K Buy
+621
New +$333K 0.04% 169

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

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

HCR Wealth Advisors increased its Parker-Hannifin (PH) stake by 25% in Q2 2026, buying an estimated $165K and bringing the position to 893 shares worth $873K. The position accounts for 0.08% of the portfolio, ranked #121.

HCR Wealth Advisors first reported a position in PH in Q2 2024 and has held it in 9 quarters since. 402 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • HCR Wealth Advisors held 893 shares of Parker-Hannifin worth $873K as of Q2 2026.
  • HCR Wealth Advisors bought 180 Parker-Hannifin shares in Q2 2026, an estimated $165K.
  • Parker-Hannifin made up 0.08% of HCR Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • HCR Wealth Advisors first reported a position in Parker-Hannifin in Q2 2024 and has held it in 9 quarters since.
  • 402 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

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