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Lake Street Private Wealth’s Parker-Hannifin PH Stock Holding History

Lake Street Private Wealth’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 		$453K Sell
463
-36
-7% -$33K 0.05% 187
2026
Q1 		$447K Hold
499
– – 0.06% 178
2025
Q4 		$439K Buy
499
+6
+1% +$4.91K 0.05% 189
2025
Q3 		$374K Hold
493
– – 0.05% 199
2025
Q2 		$345K Sell
493
-53
-10% -$33.5K 0.05% 196
2025
Q1 		$332K Hold
546
– – 0.05% 189
2024
Q4 		$347K Hold
546
– – 0.06% 179
2024
Q3 		$345K Sell
546
-564
-51% -$320K 0.06% 200
2024
Q2 		$561K Sell
1,110
-23
-2% -$12.3K 0.07% 209
2024
Q1 		$629K Buy
1,133
+2
+0.2% +$1.02K 0.09% 199
2023
Q4 		$521K Sell
1,131
-47
-4% -$19.6K 0.08% 209
2023
Q3 		$462K Buy
1,178
+7
+0.6% +$2.81K 0.08% 193
2023
Q2 		$457K Buy
1,171
+24
+2% +$8.12K 0.08% 193
2023
Q1 		$386K Buy
1,147
+174
+18% +$57.6K 0.07% 204
2022
Q4 		$283K Sell
973
-46
-5% -$13.2K 0.06% 230
2022
Q3 		$247K Sell
1,019
-384
-27% -$104K 0.06% 236
2022
Q2 		$345K Sell
1,403
-269
-16% -$72K 0.07% 214
2022
Q1 		$474K Sell
1,672
-113
-6% -$34.1K 0.09% 190
2021
Q4 		$568K Buy
1,785
+1,043
+141% +$323K 0.1% 183
2021
Q3 		$207K Buy
742
+42
+6% +$12.5K 0.05% 221
2021
Q2 		$215K Buy
+700
New +$217K 0.05% 199

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lake Street Private Wealth's PH Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Parker-Hannifin (PH) stake by 7.2% in Q2 2026, selling an estimated $33K and leaving 463 shares worth $453K. The position accounts for 0.05% of the portfolio, ranked #187.

Lake Street Private Wealth first reported a position in PH in Q2 2021 and has held it in 21 quarters since. The position peaked at $629K in Q1 2024. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Lake Street Private Wealth held 463 shares of Parker-Hannifin worth $453K as of Q2 2026.
  • Lake Street Private Wealth sold 36 Parker-Hannifin shares in Q2 2026, an estimated $33K.
  • Parker-Hannifin made up 0.05% of Lake Street Private Wealth's portfolio in Q2 2026, its #187 holding.
  • Lake Street Private Wealth first reported a position in Parker-Hannifin in Q2 2021 and has held it in 21 quarters since.
  • Lake Street Private Wealth's Parker-Hannifin position peaked at $629K in Q1 2024.
  • 1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.