IAG Wealth Partners’s Parker-Hannifin PH Stock Holding History

IAG Wealth Partners’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	$48.9K	Sell	50 -20	-29%	-$18.3K	﹤0.01%	220
2026 Q1	$62.7K	Sell	70 -1	-1%	-$946	0.01%	195
2025 Q4	$62.4K	Hold	71	–	–	0.01%	192
2025 Q3	$53.8K	Buy	71 +21	+42%	+$15.5K	0.01%	204
2025 Q2	$34.9K	Hold	50	–	–	﹤0.01%	230
2025 Q1	$30.4K	Hold	50	–	–	﹤0.01%	236
2024 Q4	$31.8K	Hold	50	–	–	0.01%	234
2024 Q3	$31.6K	Hold	50	–	–	0.01%	233
2024 Q2	$25.3K	Hold	50	–	–	0.01%	249
2024 Q1	$27.8K	Hold	50	–	–	0.01%	212
2023 Q4	$23K	Hold	50	–	–	0.01%	224
2023 Q3	$19.5K	Hold	50	–	–	0.01%	228
2023 Q2	$19.5K	Hold	50	–	–	0.01%	244
2023 Q1	$16.8K	Hold	50	–	–	﹤0.01%	243
2022 Q4	$14.6K	Hold	50	–	–	﹤0.01%	249
2022 Q3	$12K	Hold	50	–	–	﹤0.01%	260
2022 Q2	$12K	Hold	50	–	–	﹤0.01%	261
2022 Q1	$14K	Hold	50	–	–	﹤0.01%	261
2021 Q4	$16K	Hold	50	–	–	0.01%	247
2021 Q3	$14K	Hold	50	–	–	0.01%	233
2021 Q2	$16K	Hold	50	–	–	0.01%	211
2021 Q1	$16K	Hold	50	–	–	0.01%	206
2020 Q4	$14K	Hold	50	–	–	0.01%	203
2020 Q3	$11K	Hold	50	–	–	0.01%	219
2020 Q2	$10K	Hold	50	–	–	﹤0.01%	227
2020 Q1	$7K	Hold	50	–	–	﹤0.01%	248
2019 Q4	$11K	Buy	+50	New	+$9.69K	0.01%	248

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

IAG Wealth Partners's PH Position: Q2 2026 in Review

IAG Wealth Partners reduced its Parker-Hannifin (PH) stake by 29% in Q2 2026, selling an estimated $18.3K and leaving 50 shares worth $48.9K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

IAG Wealth Partners first reported a position in PH in Q4 2019 and has held it in 27 quarters since. The position peaked at $62.7K in Q1 2026. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

IAG Wealth Partners held 50 shares of Parker-Hannifin worth $48.9K as of Q2 2026.
IAG Wealth Partners sold 20 Parker-Hannifin shares in Q2 2026, an estimated $18.3K.
Parker-Hannifin made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #220 holding.
IAG Wealth Partners first reported a position in Parker-Hannifin in Q4 2019 and has held it in 27 quarters since.
IAG Wealth Partners's Parker-Hannifin position peaked at $62.7K in Q1 2026.
1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.