HA
PH icon

Herold Advisors’s Parker-Hannifin PH Stock Holding History

Herold 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 		$601K Hold
614
– – 0.12% 164
2026
Q1 		$550K Sell
614
-10
-2% -$9.46K 0.12% 170
2025
Q4 		$548K Hold
624
– – 0.12% 163
2025
Q3 		$473K Sell
624
-22
-3% -$16.2K 0.11% 163
2025
Q2 		$451K Hold
646
– – 0.09% 198
2025
Q1 		$393K Sell
646
-1,148
-64% -$751K 0.09% 195
2024
Q4 		$1.14M Sell
1,794
-312
-15% -$207K 0.25% 108
2024
Q3 		$1.33M Sell
2,106
-107
-5% -$60.8K 0.29% 98
2024
Q2 		$1.12M Buy
2,213
+119
+6% +$63.8K 0.26% 116
2024
Q1 		$1.16M Buy
+2,094
New +$1.06M 0.28% 106

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

Herold Advisors's PH Position: Q2 2026 in Review

Herold Advisors held its Parker-Hannifin (PH) position steady in Q2 2026 at 614 shares worth $601K. The position accounts for 0.12% of the portfolio, ranked #164.

Herold Advisors first reported a position in PH in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.33M in Q3 2024. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Herold Advisors held 614 shares of Parker-Hannifin worth $601K as of Q2 2026.
  • Herold Advisors left its Parker-Hannifin share count unchanged in Q2 2026.
  • Parker-Hannifin made up 0.12% of Herold Advisors's portfolio in Q2 2026, its #164 holding.
  • Herold Advisors first reported a position in Parker-Hannifin in Q1 2024 and has held it in 10 quarters since.
  • Herold Advisors's Parker-Hannifin position peaked at $1.33M in Q3 2024.
  • 1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.