KA
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Kozak & Associates’s Parker-Hannifin PH Stock Holding History

Kozak & Associates’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 		$4.86K Hold
5
– – ﹤0.01% 310
2026
Q1 		$4.98K Hold
5
– – ﹤0.01% 311
2025
Q4 		$4.63K Hold
5
– – ﹤0.01% 310
2025
Q3 		$4.11K Buy
+5
New +$3.69K ﹤0.01% 327

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

Kozak & Associates's PH Position: Q2 2026 in Review

Kozak & Associates held its Parker-Hannifin (PH) position steady in Q2 2026 at 5 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Kozak & Associates first reported a position in PH in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.98K in Q1 2026. 385 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Kozak & Associates held 5 shares of Parker-Hannifin worth $4.86K as of Q2 2026.
  • Kozak & Associates left its Parker-Hannifin share count unchanged in Q2 2026.
  • Parker-Hannifin made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #310 holding.
  • Kozak & Associates first reported a position in Parker-Hannifin in Q3 2025 and has held it in 4 quarters since.
  • Kozak & Associates's Parker-Hannifin position peaked at $4.98K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.