Legacy Advisors’s Parker-Hannifin PH Stock Holding History

Legacy 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	$287K	Buy	293 +60	+26%	+$55K	0.03%	251
2026 Q1	$209K	Sell	233 -9	-4%	-$8.52K	0.02%	262
2025 Q4	$213K	Buy	+242	New	+$198K	0.02%	267
2025 Q2	–	Sell	-738	Closed	-$449K	–	303
2025 Q1	$449K	Buy	738 +71	+11%	+$46.4K	0.05%	278
2024 Q4	$424K	Buy	667 +50	+8%	+$33.1K	0.04%	269
2024 Q3	$390K	Buy	617 +198	+47%	+$112K	0.04%	264
2024 Q2	$212K	Buy	419 +27	+7%	+$14.5K	0.03%	314
2024 Q1	$218K	Buy	+392	New	+$199K	0.03%	289
2019 Q3	–	Sell	-274	Closed	-$47K	–	270
2019 Q2	$47K	Buy	274 +150	+121%	+$25.9K	0.03%	210
2019 Q1	$21K	Buy	+124	New	+$20.6K	0.01%	276
2018 Q4	–	Sell	-124	Closed	-$23K	–	318
2018 Q3	$23K	Hold	124	–	–	0.01%	289
2018 Q2	$19K	Hold	124	–	–	0.01%	260
2018 Q1	$21K	Hold	124	–	–	0.02%	213
2017 Q4	$24K	Hold	124	–	–	0.02%	170
2017 Q3	$21K	Buy	+124	New	+$20.4K	0.02%	159

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Legacy Advisors's PH Position: Q2 2026 in Review

Legacy Advisors increased its Parker-Hannifin (PH) stake by 26% in Q2 2026, buying an estimated $55K and bringing the position to 293 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #251.

Legacy Advisors first reported a position in PH in Q3 2017 and has held it in 15 quarters since. The position peaked at $449K in Q1 2025. 566 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Legacy Advisors held 293 shares of Parker-Hannifin worth $287K as of Q2 2026.
Legacy Advisors bought 60 Parker-Hannifin shares in Q2 2026, an estimated $55K.
Parker-Hannifin made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #251 holding.
Legacy Advisors first reported a position in Parker-Hannifin in Q3 2017 and has held it in 15 quarters since.
Legacy Advisors's Parker-Hannifin position peaked at $449K in Q1 2025.
566 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.