Heritage Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Heritage 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	$857K	Buy	876 +524	+149%	+$480K	0.03%	103
2026 Q1	$315K	Hold	352	–	–	0.01%	169
2025 Q4	$309K	Hold	352	–	–	0.01%	185
2025 Q3	$267K	Hold	352	–	–	0.01%	181
2025 Q2	$246K	Hold	352	–	–	0.01%	187
2025 Q1	$214K	Sell	352 -3	-0.8%	-$1.96K	0.01%	195
2024 Q4	$226K	Buy	355 +3	+0.9%	+$1.99K	0.01%	192
2024 Q3	$222K	Buy	352 +12	+4%	+$6.82K	0.01%	201
2024 Q2	$172K	Hold	340	–	–	0.01%	214
2024 Q1	$189K	Hold	340	–	–	0.01%	216
2023 Q4	$157K	Sell	340 -56	-14%	-$23.3K	0.01%	231
2023 Q3	$154K	Hold	396	–	–	0.01%	217
2023 Q2	$154K	Hold	396	–	–	0.01%	224
2023 Q1	$133K	Hold	396	–	–	0.01%	235
2022 Q4	$115K	Hold	396	–	–	0.01%	251
2022 Q3	$96K	Hold	396	–	–	0.01%	253
2022 Q2	$97K	Buy	396 +340	+607%	+$91K	0.01%	262
2022 Q1	$16K	Hold	56	–	–	﹤0.01%	410
2021 Q4	$18K	Hold	56	–	–	﹤0.01%	417
2021 Q3	$15.7K	Hold	56	–	–	﹤0.01%	418
2021 Q2	$17.2K	Hold	56	–	–	﹤0.01%	425
2021 Q1	$17.7K	Hold	56	–	–	﹤0.01%	430
2020 Q4	$15K	Hold	56	–	–	﹤0.01%	436
2020 Q3	$11.3K	Hold	56	–	–	﹤0.01%	394
2020 Q2	$10.3K	Hold	56	–	–	﹤0.01%	380
2020 Q1	$7.26K	Hold	56	–	–	﹤0.01%	389
2019 Q4	$11.5K	Hold	56	–	–	﹤0.01%	411
2019 Q3	$10K	Hold	56	–	–	﹤0.01%	394
2019 Q2	$9.52K	Buy	+56	New	+$9.66K	﹤0.01%	393

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

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

Heritage Wealth Advisors increased its Parker-Hannifin (PH) stake by 149% in Q2 2026, buying an estimated $480K and bringing the position to 876 shares worth $857K. The position accounts for 0.03% of the portfolio, ranked #103.

Heritage Wealth Advisors first reported a position in PH in Q2 2019 and has held it in 29 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Heritage Wealth Advisors held 876 shares of Parker-Hannifin worth $857K as of Q2 2026.
Heritage Wealth Advisors bought 524 Parker-Hannifin shares in Q2 2026, an estimated $480K.
Parker-Hannifin made up 0.03% of Heritage Wealth Advisors's portfolio in Q2 2026, its #103 holding.
Heritage Wealth Advisors first reported a position in Parker-Hannifin in Q2 2019 and has held it in 29 quarters since.
1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.