IWA
PH icon

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

Icon 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 		$617K Buy
631
+296
+88% +$271K 0.04% 256
2026
Q1 		$317K Sell
335
-2
-0.6% -$1.89K 0.02% 317
2025
Q4 		$296K Hold
337
– – 0.02% 323
2025
Q3 		$255K Hold
337
– – 0.02% 337
2025
Q2 		$235K Sell
337
-12
-3% -$7.58K 0.02% 347
2025
Q1 		$212K Buy
349
+13
+4% +$8.5K 0.02% 340
2024
Q4 		$214K Hold
336
– – 0.02% 359
2024
Q3 		$212K Buy
336
+10
+3% +$5.68K 0.02% 347
2024
Q2 		$183K Buy
326
+23
+8% +$12.3K 0.02% 347
2024
Q1 		$168K Buy
+303
New +$154K 0.02% 366

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

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

Icon Wealth Advisors increased its Parker-Hannifin (PH) stake by 88% in Q2 2026, buying an estimated $271K and bringing the position to 631 shares worth $617K. The position accounts for 0.04% of the portfolio, ranked #256.

Icon Wealth Advisors first reported a position in PH in Q1 2024 and has held it in 10 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Icon Wealth Advisors held 631 shares of Parker-Hannifin worth $617K as of Q2 2026.
  • Icon Wealth Advisors bought 296 Parker-Hannifin shares in Q2 2026, an estimated $271K.
  • Parker-Hannifin made up 0.04% of Icon Wealth Advisors's portfolio in Q2 2026, its #256 holding.
  • Icon Wealth Advisors first reported a position in Parker-Hannifin in Q1 2024 and has held it in 10 quarters since.
  • 1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.