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

Kingswood 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	$7.72M	Sell	7,892 -21	-0.3%	-$19.2K	0.31%	68
2026 Q1	$7.08M	Sell	7,913 -523	-6%	-$495K	0.34%	61
2025 Q4	$7.41M	Buy	8,436 +167	+2%	+$137K	0.36%	53
2025 Q3	$6.27M	Sell	8,269 -1,178	-12%	-$869K	0.38%	49
2025 Q2	$6.6M	Buy	9,447 +455	+5%	+$287K	0.52%	31
2025 Q1	$5.47M	Sell	8,992 -285	-3%	-$186K	0.5%	31
2024 Q4	$5.9M	Sell	9,277 -116	-1%	-$76.8K	0.44%	36
2024 Q3	$5.93M	Sell	9,393 -98	-1%	-$55.7K	0.42%	46
2024 Q2	$4.8M	Buy	9,491 +3,921	+70%	+$2.1M	0.43%	41
2024 Q1	$3.1M	Sell	5,570 -4,280	-43%	-$2.17M	0.36%	59
2023 Q4	$4.54M	Sell	9,850 -108	-1%	-$45K	0.51%	35
2023 Q3	$3.88M	Sell	9,958 -142	-1%	-$57.1K	0.66%	31
2023 Q2	$3.94M	Buy	+10,100	New	+$3.42M	1.26%	14

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

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

Kingswood Wealth Advisors reduced its Parker-Hannifin (PH) stake by 0.27% in Q2 2026, selling an estimated $19.2K and leaving 7,892 shares worth $7.72M. The position accounts for 0.31% of the portfolio, ranked #68.

Kingswood Wealth Advisors first reported a position in PH in Q2 2023 and has held it in 13 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Kingswood Wealth Advisors held 7,892 shares of Parker-Hannifin worth $7.72M as of Q2 2026.
Kingswood Wealth Advisors sold 21 Parker-Hannifin shares in Q2 2026, an estimated $19.2K.
Parker-Hannifin made up 0.31% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Kingswood Wealth Advisors first reported a position in Parker-Hannifin in Q2 2023 and has held it in 13 quarters since.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.