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

Legacy Financial 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 		$962K Buy
983
+28
+3% +$25.6K 0.12% 147
2026
Q1 		$855K Buy
955
+39
+4% +$36.9K 0.12% 156
2025
Q4 		$805K Sell
916
-75
-8% -$61.4K 0.11% 156
2025
Q3 		$752K Sell
991
-85
-8% -$62.7K 0.1% 180
2025
Q2 		$752K Buy
1,076
+23
+2% +$14.5K 0.12% 148
2025
Q1 		$640K Buy
1,053
+19
+2% +$12.4K 0.11% 160
2024
Q4 		$658K Buy
1,034
+89
+9% +$58.9K 0.11% 160
2024
Q3 		$597K Buy
945
+109
+13% +$61.9K 0.1% 174
2024
Q2 		$423K Sell
836
-8
-0.9% -$4.29K 0.08% 199
2024
Q1 		$469K Buy
844
+32
+4% +$16.3K 0.08% 181
2023
Q4 		$374K Buy
812
+85
+12% +$35.4K 0.07% 197
2023
Q3 		$283K Buy
727
+79
+12% +$31.8K 0.06% 208
2023
Q2 		$253K Buy
+648
New +$219K 0.05% 215
2019
Q2 		– Sell
-181
Closed -$31K – 685
2019
Q1 		$31K Buy
181
+39
+27% +$6.47K 0.01% 369
2018
Q4 		$21K Buy
142
+62
+78% +$10K 0.01% 405
2018
Q3 		$14K Hold
80
– – 0.01% 444
2018
Q2 		$13K Hold
80
– – ﹤0.01% 461
2018
Q1 		$13K Hold
80
– – 0.01% 430
2017
Q4 		$15K Buy
+80
New +$14.9K 0.01% 412

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Financial Advisors's PH Position: Q2 2026 in Review

Legacy Financial Advisors increased its Parker-Hannifin (PH) stake by 2.9% in Q2 2026, buying an estimated $25.6K and bringing the position to 983 shares worth $962K. The position accounts for 0.12% of the portfolio, ranked #147.

Legacy Financial Advisors first reported a position in PH in Q4 2017 and has held it in 19 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Legacy Financial Advisors held 983 shares of Parker-Hannifin worth $962K as of Q2 2026.
  • Legacy Financial Advisors bought 28 Parker-Hannifin shares in Q2 2026, an estimated $25.6K.
  • Parker-Hannifin made up 0.12% of Legacy Financial Advisors's portfolio in Q2 2026, its #147 holding.
  • Legacy Financial Advisors first reported a position in Parker-Hannifin in Q4 2017 and has held it in 19 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.