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Legacy Wealth Management (Idaho)’s Parker-Hannifin PH Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-261
Closed -$234K – 735
2026
Q1 		$234K Hold
261
– – 0.12% 112
2025
Q4 		$229K Buy
261
+9
+4% +$7.37K 0.11% 95
2025
Q3 		$191K Hold
252
– – 0.09% 92
2025
Q2 		$176K Hold
252
– – 0.09% 77
2025
Q1 		$153K Hold
252
– – 0.11% 79
2024
Q4 		$172K Hold
252
– – 0.11% 73
2024
Q3 		$178K Buy
+252
New +$143K 0.1% 66

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 Wealth Management (Idaho)'s PH Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Parker-Hannifin (PH) in Q2 2026, closing a stake of 261 shares — an estimated $234K sold.

Legacy Wealth Management (Idaho) first reported a position in PH in Q3 2024 and held it in 7 quarters. The position peaked at $234K in Q1 2026. 1,971 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Parker-Hannifin position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 261 Parker-Hannifin shares in Q2 2026, an estimated $234K.
  • Legacy Wealth Management (Idaho) first reported a position in Parker-Hannifin in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Parker-Hannifin position peaked at $234K in Q1 2026.
  • 1,971 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.