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Lantz Financial’s Parker-Hannifin PH Stock Holding History

Lantz Financial’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 		$787K Sell
804
-12
-1% -$11K 0.14% 141
2026
Q1 		$730K Buy
816
+52
+7% +$49.2K 0.15% 142
2025
Q4 		$672K Buy
764
+17
+2% +$13.9K 0.14% 138
2025
Q3 		$566K Buy
+747
New +$551K 0.13% 147

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

Lantz Financial's PH Position: Q2 2026 in Review

Lantz Financial reduced its Parker-Hannifin (PH) stake by 1.5% in Q2 2026, selling an estimated $11K and leaving 804 shares worth $787K. The position accounts for 0.14% of the portfolio, ranked #141.

Lantz Financial first reported a position in PH in Q3 2025 and has held it in 4 quarters since. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Lantz Financial held 804 shares of Parker-Hannifin worth $787K as of Q2 2026.
  • Lantz Financial sold 12 Parker-Hannifin shares in Q2 2026, an estimated $11K.
  • Parker-Hannifin made up 0.14% of Lantz Financial's portfolio in Q2 2026, its #141 holding.
  • Lantz Financial first reported a position in Parker-Hannifin in Q3 2025 and has held it in 4 quarters since.
  • 396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.