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Helen Stephens Group’s Parker-Hannifin PH Stock Holding History

Helen Stephens Group’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 		$630K Buy
644
+11
+2% +$10.1K 0.11% 81
2026
Q1 		$567K Buy
633
+94
+17% +$89K 0.11% 74
2025
Q4 		$474K Buy
+539
New +$441K 0.1% 69

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

Helen Stephens Group's PH Position: Q2 2026 in Review

Helen Stephens Group increased its Parker-Hannifin (PH) stake by 1.7% in Q2 2026, buying an estimated $10.1K and bringing the position to 644 shares worth $630K. The position accounts for 0.11% of the portfolio, ranked #81.

Helen Stephens Group first reported a position in PH in Q4 2025 and has held it in 3 quarters since. 861 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Helen Stephens Group held 644 shares of Parker-Hannifin worth $630K as of Q2 2026.
  • Helen Stephens Group bought 11 Parker-Hannifin shares in Q2 2026, an estimated $10.1K.
  • Parker-Hannifin made up 0.11% of Helen Stephens Group's portfolio in Q2 2026, its #81 holding.
  • Helen Stephens Group first reported a position in Parker-Hannifin in Q4 2025 and has held it in 3 quarters since.
  • 861 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.