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Legacy Private Trust’s Parker-Hannifin PH Stock Holding History

Legacy Private Trust’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 		$4.81M Buy
4,920
+46
+0.9% +$42.1K 0.27% 71
2026
Q1 		$4.36M Sell
4,874
-374
-7% -$354K 0.27% 72
2025
Q4 		$4.61M Buy
5,248
+247
+5% +$202K 0.27% 73
2025
Q3 		$3.79M Sell
5,001
-256
-5% -$189K 0.23% 82
2025
Q2 		$3.67M Sell
5,257
-564
-10% -$356K 0.24% 79
2025
Q1 		$3.54M Sell
5,821
-98
-2% -$64.1K 0.24% 79
2024
Q4 		$3.76M Buy
5,919
+1,033
+21% +$684K 0.25% 81
2024
Q3 		$3.09M Buy
+4,886
New +$2.78M 0.21% 88

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 Private Trust's PH Position: Q2 2026 in Review

Legacy Private Trust increased its Parker-Hannifin (PH) stake by 0.94% in Q2 2026, buying an estimated $42.1K and bringing the position to 4,920 shares worth $4.81M. The position accounts for 0.27% of the portfolio, ranked #71.

Legacy Private Trust first reported a position in PH in Q3 2024 and has held it in 8 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Legacy Private Trust held 4,920 shares of Parker-Hannifin worth $4.81M as of Q2 2026.
  • Legacy Private Trust bought 46 Parker-Hannifin shares in Q2 2026, an estimated $42.1K.
  • Parker-Hannifin made up 0.27% of Legacy Private Trust's portfolio in Q2 2026, its #71 holding.
  • Legacy Private Trust first reported a position in Parker-Hannifin in Q3 2024 and has held it in 8 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.