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Legacy Edge Advisors’s Parker-Hannifin PH Stock Holding History

Legacy Edge 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 		$585K Hold
598
– – 0.05% 130
2026
Q1 		$535K Sell
598
-1
-0.2% -$946 0.06% 131
2025
Q4 		$526K Hold
599
– – 0.06% 121
2025
Q3 		$454K Hold
599
– – 0.05% 136
2025
Q2 		$418K Sell
599
-14
-2% -$8.85K 0.06% 139
2025
Q1 		$373K Sell
613
-12
-2% -$7.85K 0.06% 131
2024
Q4 		$398K Sell
625
-18
-3% -$11.9K 0.06% 124
2024
Q3 		$406K Sell
643
-106
-14% -$60.2K 0.06% 123
2024
Q2 		$379K Buy
749
+1
+0.1% +$536 0.07% 122
2024
Q1 		$416K Sell
748
-43
-5% -$21.8K 0.09% 104
2023
Q4 		$364K Buy
+791
New +$329K 0.08% 112

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 Edge Advisors's PH Position: Q2 2026 in Review

Legacy Edge Advisors held its Parker-Hannifin (PH) position steady in Q2 2026 at 598 shares worth $585K. The position accounts for 0.05% of the portfolio, ranked #130.

Legacy Edge Advisors first reported a position in PH in Q4 2023 and has held it in 11 quarters since. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Legacy Edge Advisors held 598 shares of Parker-Hannifin worth $585K as of Q2 2026.
  • Legacy Edge Advisors left its Parker-Hannifin share count unchanged in Q2 2026.
  • Parker-Hannifin made up 0.05% of Legacy Edge Advisors's portfolio in Q2 2026, its #130 holding.
  • Legacy Edge Advisors first reported a position in Parker-Hannifin in Q4 2023 and has held it in 11 quarters since.
  • 1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.