Holistic Planning’s Parker-Hannifin PH Stock Holding History

Holistic Planning’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	$264K	Buy	+270	New	+$247K	0.04%	294

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

Holistic Planning's PH Position: Q2 2026 in Review

Holistic Planning opened a new position in Parker-Hannifin (PH) in Q2 2026: 270 shares worth $264K. The stake represents 0.04% of the portfolio and ranks #294 among its holdings.

1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Holistic Planning held 270 shares of Parker-Hannifin worth $264K as of Q2 2026.
Parker-Hannifin was a new Holistic Planning position in Q2 2026.
Parker-Hannifin made up 0.04% of Holistic Planning's portfolio in Q2 2026, its #294 holding.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.