IAA
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Independent Advisor Alliance’s Parker-Hannifin PH Stock Holding History

Independent Advisor Alliance’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 		$2.31M Buy
2,362
+28
+1% +$25.6K 0.05% 247
2026
Q1 		$2.09M Sell
2,334
-9,647
-81% -$9.13M 0.02% 545
2025
Q4 		$10.5M Sell
11,981
-815
-6% -$667K 0.26% 55
2025
Q3 		$9.7M Sell
12,796
-4,498
-26% -$3.32M 0.25% 58
2025
Q2 		$12.1M Buy
17,294
+528
+3% +$334K 0.35% 44
2025
Q1 		$10.2M Sell
16,766
-1,315
-7% -$860K 0.34% 48
2024
Q4 		$11.5M Buy
18,081
+440
+2% +$291K 0.15% 149
2024
Q3 		$11.1M Sell
17,641
-1,121
-6% -$637K 0.41% 43
2024
Q2 		$9.49M Buy
18,762
+3,721
+25% +$2M 0.33% 55
2024
Q1 		$8.36M Sell
15,041
-1,193
-7% -$606K 0.3% 64
2023
Q4 		$7.48M Buy
16,234
+1,243
+8% +$517K 0.27% 68
2023
Q3 		$5.84M Buy
14,991
+125
+0.8% +$50.2K 0.26% 70
2023
Q2 		$5.8M Buy
14,866
+3,733
+34% +$1.26M 0.26% 73
2023
Q1 		$3.74M Sell
11,133
-213
-2% -$70.5K 0.18% 109
2022
Q4 		$3.3K Sell
11,346
-95
-0.8% -$27.2K ﹤0.01% 208
2022
Q3 		$2.77M Sell
11,441
-3,555
-24% -$962K 0.16% 121
2022
Q2 		$3.69M Buy
14,996
+1,296
+9% +$347K 0.21% 100
2022
Q1 		$3.89M Sell
13,700
-32
-0.2% -$9.65K 0.19% 107
2021
Q4 		$4.37M Sell
13,732
-192
-1% -$59.4K 0.22% 94
2021
Q3 		$3.89M Sell
13,924
-146
-1% -$43.4K 0.22% 98
2021
Q2 		$4.32M Sell
14,070
-299
-2% -$92.6K 0.24% 102
2021
Q1 		$4.53M Sell
14,369
-362
-2% -$105K 0.27% 93
2020
Q4 		$4.01M Sell
14,731
-28
-0.2% -$6.93K 0.27% 89
2020
Q3 		$2.99M Buy
14,759
+221
+2% +$43.5K 0.23% 96
2020
Q2 		$2.66M Buy
14,538
+572
+4% +$92.3K 0.29% 73
2020
Q1 		$1.81M Sell
13,966
-558
-4% -$101K 0.26% 79
2019
Q4 		$2.99M Buy
14,524
+208
+1% +$40.3K 0.13% 174
2019
Q3 		$2.59M Buy
14,316
+303
+2% +$51.5K 0.32% 74
2019
Q2 		$2.38M Buy
14,013
+455
+3% +$78.5K 0.34% 70
2019
Q1 		$2.33M Buy
13,558
+548
+4% +$90.9K 0.33% 72
2018
Q4 		$1.94M Sell
13,010
-1,459
-10% -$236K 0.34% 66
2018
Q3 		$2.67M Buy
14,469
+846
+6% +$145K 0.48% 49
2018
Q2 		$2.12M Sell
13,623
-23
-0.2% -$3.92K 0.44% 54
2018
Q1 		$2.27M Buy
13,646
+77
+0.6% +$14.6K 0.51% 47
2017
Q4 		$2.79M Buy
13,569
+779
+6% +$145K 0.62% 39
2017
Q3 		$2.27M Buy
12,790
+420
+3% +$69K 0.62% 38
2017
Q2 		$2.02M Buy
+12,370
New +$1.96M 0.64% 40

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

Independent Advisor Alliance's PH Position: Q2 2026 in Review

Independent Advisor Alliance increased its Parker-Hannifin (PH) stake by 1.2% in Q2 2026, buying an estimated $25.6K and bringing the position to 2,362 shares worth $2.31M. The position accounts for 0.05% of the portfolio, ranked #247.

Independent Advisor Alliance first reported a position in PH in Q2 2017 and has held it in 37 quarters since. The position peaked at $12.1M in Q2 2025. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Independent Advisor Alliance held 2,362 shares of Parker-Hannifin worth $2.31M as of Q2 2026.
  • Independent Advisor Alliance bought 28 Parker-Hannifin shares in Q2 2026, an estimated $25.6K.
  • Parker-Hannifin made up 0.05% of Independent Advisor Alliance's portfolio in Q2 2026, its #247 holding.
  • Independent Advisor Alliance first reported a position in Parker-Hannifin in Q2 2017 and has held it in 37 quarters since.
  • Independent Advisor Alliance's Parker-Hannifin position peaked at $12.1M in Q2 2025.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.