Jackson Wealth Management’s Parker-Hannifin PH Stock Holding History

Jackson Wealth 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	$354K	Sell	362 -4,261	-92%	-$3.9M	0.21%	62
2026 Q1	$4.14M	Buy	4,623 +10	+0.2%	+$9.46K	0.43%	53
2025 Q4	$4.05M	Buy	4,613 +63	+1%	+$51.6K	0.39%	58
2025 Q3	$3.45M	Buy	4,550 +68	+2%	+$50.2K	0.35%	58
2025 Q2	$3.13M	Sell	4,482 -140	-3%	-$88.5K	0.34%	59
2025 Q1	$2.81M	Sell	4,622 -87	-2%	-$56.9K	0.34%	62
2024 Q4	$3M	Buy	4,709 +33	+0.7%	+$21.9K	0.34%	63
2024 Q3	$2.96M	Buy	4,676 +2,098	+81%	+$1.19M	0.35%	61
2024 Q2	$1.3M	Sell	2,578 -1,903	-42%	-$1.02M	0.28%	67
2024 Q1	$2.49M	Buy	4,481 +322	+8%	+$164K	0.31%	63
2023 Q4	$1.92M	Buy	4,159 +106	+3%	+$44.1K	0.25%	71
2023 Q3	$1.58M	Buy	+4,053	New	+$1.63M	0.23%	71
2020 Q1	–	Sell	-1,000	Closed	-$200K	–	150
2019 Q4	$200K	Buy	+1,000	New	+$194K	0.03%	146

Other funds holding PH

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Jackson Wealth Management's PH Position: Q2 2026 in Review

Jackson Wealth Management reduced its Parker-Hannifin (PH) stake by 92% in Q2 2026, selling an estimated $3.9M and leaving 362 shares worth $354K. The position accounts for 0.21% of the portfolio, ranked #62.

Jackson Wealth Management first reported a position in PH in Q4 2019 and has held it in 13 quarters since. The position peaked at $4.14M in Q1 2026. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Jackson Wealth Management held 362 shares of Parker-Hannifin worth $354K as of Q2 2026.
Jackson Wealth Management sold 4,261 Parker-Hannifin shares in Q2 2026, an estimated $3.9M.
Parker-Hannifin made up 0.21% of Jackson Wealth Management's portfolio in Q2 2026, its #62 holding.
Jackson Wealth Management first reported a position in Parker-Hannifin in Q4 2019 and has held it in 13 quarters since.
Jackson Wealth Management's Parker-Hannifin position peaked at $4.14M in Q1 2026.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.