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Legacy Capital Wealth Partners’s Parker-Hannifin PH Stock Holding History

Legacy Capital Wealth Partners’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 		$1.08M Buy
1,108
+59
+6% +$54K 0.21% 98
2026
Q1 		$939K Buy
1,049
+39
+4% +$36.9K 0.19% 112
2025
Q4 		$888K Buy
1,010
+75
+8% +$61.4K 0.19% 110
2025
Q3 		$709K Buy
935
+471
+102% +$348K 0.15% 143
2025
Q2 		$324K Buy
464
+5
+1% +$3.16K 0.07% 289
2025
Q1 		$279K Buy
+459
New +$300K 0.07% 290

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

Legacy Capital Wealth Partners's PH Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Parker-Hannifin (PH) stake by 5.6% in Q2 2026, buying an estimated $54K and bringing the position to 1,108 shares worth $1.08M. The position accounts for 0.21% of the portfolio, ranked #98.

Legacy Capital Wealth Partners first reported a position in PH in Q1 2025 and has held it in 6 quarters since. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Legacy Capital Wealth Partners held 1,108 shares of Parker-Hannifin worth $1.08M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 59 Parker-Hannifin shares in Q2 2026, an estimated $54K.
  • Parker-Hannifin made up 0.21% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #98 holding.
  • Legacy Capital Wealth Partners first reported a position in Parker-Hannifin in Q1 2025 and has held it in 6 quarters since.
  • 1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.