JWCA
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J.W. Cole Advisors’s Parker-Hannifin PH Stock Holding History

J.W. Cole 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 		$5.22M Buy
+5,339
New +$4.89M 0.09% 235
2026
Q1 		– Sell
-6,947
Closed -$3.72M – 1288
2025
Q4 		$3.72M Buy
6,947
+1,835
+36% +$1.5M 0.09% 223
2025
Q3 		$3.88M Buy
5,112
+64
+1% +$47.2K 0.07% 260
2025
Q2 		$3.53M Buy
5,048
+1,371
+37% +$866K 0.08% 253
2025
Q1 		$2.24M Buy
3,677
+1,230
+50% +$804K 0.07% 289
2024
Q4 		$1.56M Buy
2,447
+58
+2% +$38.4K 0.06% 301
2024
Q3 		$1.51M Buy
2,389
+116
+5% +$65.9K 0.06% 303
2024
Q2 		$1.15M Buy
2,273
+143
+7% +$76.7K 0.05% 326
2024
Q1 		$1.18M Buy
2,130
+129
+6% +$65.5K 0.06% 312
2023
Q4 		$922K Buy
2,001
+602
+43% +$251K 0.05% 315
2023
Q3 		$545K Buy
1,399
+29
+2% +$11.7K 0.04% 394
2023
Q2 		$534K Sell
1,370
-16
-1% -$5.41K 0.04% 410
2023
Q1 		$466K Buy
1,386
+28
+2% +$9.27K 0.03% 465
2022
Q4 		$395K Hold
1,358
– – 0.03% 473
2022
Q3 		$329K Buy
1,358
+83
+7% +$22.5K 0.03% 506
2022
Q2 		$314K Buy
1,275
+73
+6% +$19.5K 0.03% 537
2022
Q1 		$341K Sell
1,202
-9
-0.7% -$2.71K 0.02% 575
2021
Q4 		$385K Sell
1,211
-33
-3% -$10.2K 0.03% 562
2021
Q3 		$348K Buy
1,244
+144
+13% +$42.8K 0.02% 325
2021
Q2 		$338K Hold
1,100
– – 0.03% 547
2021
Q1 		$347K Buy
1,100
+17
+2% +$4.91K 0.03% 476
2020
Q4 		$295K Sell
1,083
-385
-26% -$95.4K 0.03% 483
2020
Q3 		$297K Buy
+1,468
New +$289K 0.02% 550
2020
Q1 		– Sell
-1,158
Closed -$238K – 389
2019
Q4 		$238K Buy
+1,158
New +$224K 0.03% 480

Other funds holding PH

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

J.W. Cole Advisors's PH Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Parker-Hannifin (PH) in Q2 2026: 5,339 shares worth $5.22M. The stake represents 0.09% of the portfolio and ranks #235 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in PH as recently as Q4 2025.

J.W. Cole Advisors first reported a position in PH in Q4 2019 and has held it in 24 quarters since. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • J.W. Cole Advisors held 5,339 shares of Parker-Hannifin worth $5.22M as of Q2 2026.
  • Parker-Hannifin was a new J.W. Cole Advisors position in Q2 2026.
  • Parker-Hannifin made up 0.09% of J.W. Cole Advisors's portfolio in Q2 2026, its #235 holding.
  • J.W. Cole Advisors first reported a position in Parker-Hannifin in Q4 2019 and has held it in 24 quarters since.
  • 396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.