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

Ledgewood 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	$685K	Hold	700	–	–	0.36%	39
2026 Q1	$627K	Hold	700	–	–	0.35%	42
2025 Q4	$615K	Hold	700	–	–	0.35%	39
2025 Q3	$531K	Hold	700	–	–	0.31%	43
2025 Q2	$489K	Hold	700	–	–	0.31%	41
2025 Q1	$425K	Hold	700	–	–	0.27%	44
2024 Q4	$445K	Hold	700	–	–	0.29%	43
2024 Q3	$442K	Hold	700	–	–	0.3%	42
2024 Q2	$354K	Hold	700	–	–	0.31%	40
2024 Q1	$389K	Hold	700	–	–	0.36%	38
2023 Q4	$322K	Buy	+700	New	+$291K	0.3%	45

Other funds holding PH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Ledgewood Wealth Advisors held its Parker-Hannifin (PH) position steady in Q2 2026 at 700 shares worth $685K. The position accounts for 0.36% of the portfolio, ranked #39.

Ledgewood Wealth Advisors first reported a position in PH in Q4 2023 and has held it in 11 quarters since. 298 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Ledgewood Wealth Advisors held 700 shares of Parker-Hannifin worth $685K as of Q2 2026.
Ledgewood Wealth Advisors left its Parker-Hannifin share count unchanged in Q2 2026.
Parker-Hannifin made up 0.36% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Ledgewood Wealth Advisors first reported a position in Parker-Hannifin in Q4 2023 and has held it in 11 quarters since.
298 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.