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Integrated Wealth Concepts’s Parker-Hannifin PH Stock Holding History

Integrated Wealth Concepts’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 		$3.43M Buy
3,503
+1,621
+86% +$1.48M 0.02% 629
2026
Q1 		$1.68M Buy
+1,882
New +$1.78M 0.01% 832
2025
Q4 		– Sell
-1,561
Closed -$1.18M – 1939
2025
Q3 		$1.18M Buy
1,561
+119
+8% +$87.8K 0.01% 895
2025
Q2 		$1.01M Sell
1,442
-226
-14% -$143K 0.01% 909
2025
Q1 		$1.01M Buy
1,668
+286
+21% +$187K 0.01% 825
2024
Q4 		$879K Buy
1,382
+27
+2% +$17.9K 0.01% 880
2024
Q3 		$856K Sell
1,355
-28
-2% -$15.9K 0.01% 868
2024
Q2 		$700K Buy
1,383
+268
+24% +$144K 0.01% 905
2024
Q1 		$620K Buy
1,115
+264
+31% +$134K 0.01% 953
2023
Q4 		$392K Sell
851
-151
-15% -$62.9K 0.01% 1110
2023
Q3 		$390K Buy
1,002
+371
+59% +$149K 0.01% 1096
2023
Q2 		$246K Buy
+631
New +$214K ﹤0.01% 1325

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

Integrated Wealth Concepts's PH Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Parker-Hannifin (PH) stake by 86% in Q2 2026, buying an estimated $1.48M and bringing the position to 3,503 shares worth $3.43M. The position accounts for 0.02% of the portfolio, ranked #629.

Integrated Wealth Concepts first reported a position in PH in Q2 2023 and has held it in 12 quarters since. 1,983 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Integrated Wealth Concepts held 3,503 shares of Parker-Hannifin worth $3.43M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,621 Parker-Hannifin shares in Q2 2026, an estimated $1.48M.
  • Parker-Hannifin made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #629 holding.
  • Integrated Wealth Concepts first reported a position in Parker-Hannifin in Q2 2023 and has held it in 12 quarters since.
  • 1,983 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.