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JFS Wealth Advisors’s Parker-Hannifin PH Stock Holding History

JFS Wealth 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 		$166K Hold
170
– – 0.01% 362
2026
Q1 		$152K Sell
170
-3
-2% -$2.84K 0.01% 359
2025
Q4 		$152K Buy
173
+11
+7% +$9K 0.01% 347
2025
Q3 		$123K Hold
162
– – 0.01% 385
2025
Q2 		$113K Sell
162
-18
-10% -$11.4K 0.01% 358
2025
Q1 		$109K Buy
180
+5
+3% +$3.27K 0.01% 361
2024
Q4 		$111K Hold
175
– – 0.01% 351
2024
Q3 		$110K Sell
175
-2
-1% -$1.14K 0.01% 353
2024
Q2 		$89.5K Sell
177
-1
-0.6% -$536 0.01% 323
2024
Q1 		$98.8K Buy
178
+12
+7% +$6.1K 0.01% 314
2023
Q4 		$76.5K Buy
166
+38
+30% +$15.8K 0.01% 349
2023
Q3 		$49.9K Buy
128
+68
+113% +$27.3K ﹤0.01% 378
2023
Q2 		$23.4K Sell
60
-6
-9% -$2.03K ﹤0.01% 509
2023
Q1 		$22.2K Sell
66
-5
-7% -$1.66K ﹤0.01% 508
2022
Q4 		$20.7K Hold
71
– – ﹤0.01% 530
2022
Q3 		$17K Sell
71
-16
-18% -$4.33K ﹤0.01% 611
2022
Q2 		$21K Buy
87
+28
+47% +$7.49K ﹤0.01% 577
2022
Q1 		$17K Sell
59
-52
-47% -$15.7K ﹤0.01% 646
2021
Q4 		$35K Hold
111
– – ﹤0.01% 480
2021
Q3 		$31K Buy
+111
New +$33K ﹤0.01% 479
2015
Q3 		– Sell
-7
Closed -$1K – 546
2015
Q2 		$1K Hold
7
– – ﹤0.01% 490
2015
Q1 		$1K Hold
7
– – ﹤0.01% 491
2014
Q4 		$1K Hold
7
– – ﹤0.01% 505
2014
Q3 		$1K Sell
7
-2
-22% -$236 ﹤0.01% 461
2014
Q2 		$1K Buy
+9
New +$1.12K ﹤0.01% 455

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

JFS Wealth Advisors's PH Position: Q2 2026 in Review

JFS Wealth Advisors held its Parker-Hannifin (PH) position steady in Q2 2026 at 170 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #362.

JFS Wealth Advisors first reported a position in PH in Q2 2014 and has held it in 25 quarters since. 345 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • JFS Wealth Advisors held 170 shares of Parker-Hannifin worth $166K as of Q2 2026.
  • JFS Wealth Advisors left its Parker-Hannifin share count unchanged in Q2 2026.
  • Parker-Hannifin made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #362 holding.
  • JFS Wealth Advisors first reported a position in Parker-Hannifin in Q2 2014 and has held it in 25 quarters since.
  • 345 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.