Investment Advisory Services’s Parker-Hannifin PH Stock Holding History

Investment Advisory Services’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	$444K	Buy	454 +14	+3%	+$12.8K	0.13%	82
2026 Q1	$394K	Sell	440 -5	-1%	-$4.73K	0.13%	85
2025 Q4	$391K	Buy	445 +1	+0.2%	+$818	0.12%	84
2025 Q3	$337K	Buy	444 +1	+0.2%	+$738	0.11%	91
2025 Q2	$310K	Buy	443 +44	+11%	+$27.8K	0.1%	94
2025 Q1	$243K	Buy	399 +1	+0.3%	+$654	0.09%	104
2024 Q4	$253K	Buy	398 +26	+7%	+$17.2K	0.09%	103
2024 Q3	$235K	Buy	+372	New	+$211K	0.08%	111

Other funds holding PH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Investment Advisory Services's PH Position: Q2 2026 in Review

Investment Advisory Services increased its Parker-Hannifin (PH) stake by 3.2% in Q2 2026, buying an estimated $12.8K and bringing the position to 454 shares worth $444K. The position accounts for 0.13% of the portfolio, ranked #82.

Investment Advisory Services first reported a position in PH in Q3 2024 and has held it in 8 quarters since. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Investment Advisory Services held 454 shares of Parker-Hannifin worth $444K as of Q2 2026.
Investment Advisory Services bought 14 Parker-Hannifin shares in Q2 2026, an estimated $12.8K.
Parker-Hannifin made up 0.13% of Investment Advisory Services's portfolio in Q2 2026, its #82 holding.
Investment Advisory Services first reported a position in Parker-Hannifin in Q3 2024 and has held it in 8 quarters since.
396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.