J. Safra Asset Management’s Parker-Hannifin PH Stock Holding History

J. Safra Asset Management’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	$455K	Sell	465 -90	-16%	-$82.4K	0.02%	184
2026 Q1	$497K	Hold	555	–	–	0.03%	159
2025 Q4	$488K	Buy	555 +464	+510%	+$380K	0.03%	160
2025 Q3	$69K	Hold	91	–	–	﹤0.01%	204
2025 Q2	$63.6K	Hold	91	–	–	﹤0.01%	195
2025 Q1	$55.3K	Sell	91 -83	-48%	-$54.3K	﹤0.01%	184
2024 Q4	$111K	Buy	174 +83	+91%	+$55K	0.01%	161
2024 Q3	$57.6K	Hold	91	–	–	0.01%	152
2024 Q2	$46K	Buy	+91	New	+$48.8K	﹤0.01%	145
2022 Q3	–	Hold	0	–	–	–	71
2022 Q1	–	Hold	0	–	–	–	70

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

J. Safra Asset Management's PH Position: Q2 2026 in Review

J. Safra Asset Management reduced its Parker-Hannifin (PH) stake by 16% in Q2 2026, selling an estimated $82.4K and leaving 465 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #184.

J. Safra Asset Management first reported a position in PH in Q2 2024 and has held it in 9 quarters since. The position peaked at $497K in Q1 2026. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

J. Safra Asset Management held 465 shares of Parker-Hannifin worth $455K as of Q2 2026.
J. Safra Asset Management sold 90 Parker-Hannifin shares in Q2 2026, an estimated $82.4K.
Parker-Hannifin made up 0.02% of J. Safra Asset Management's portfolio in Q2 2026, its #184 holding.
J. Safra Asset Management first reported a position in Parker-Hannifin in Q2 2024 and has held it in 9 quarters since.
J. Safra Asset Management's Parker-Hannifin position peaked at $497K in Q1 2026.
1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.