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Life Planning Partners’s Parker-Hannifin PH Stock Holding History

Life Planning 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 		$1.05M Hold
1,072
– – 0.78% 34
2026
Q1 		$960K Sell
1,072
-254
-19% -$240K 0.73% 35
2025
Q4 		$1.17M Sell
1,326
-261
-16% -$214K 0.89% 29
2025
Q3 		$1.2M Sell
1,587
-178
-10% -$131K 0.88% 31
2025
Q2 		$1.23M Buy
+1,765
New +$1.12M 0.98% 27

Other funds holding PH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Life Planning Partners's PH Position: Q2 2026 in Review

Life Planning Partners held its Parker-Hannifin (PH) position steady in Q2 2026 at 1,072 shares worth $1.05M. The position accounts for 0.78% of the portfolio, ranked #34.

Life Planning Partners first reported a position in PH in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.23M in Q2 2025. 1,039 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Life Planning Partners held 1,072 shares of Parker-Hannifin worth $1.05M as of Q2 2026.
  • Life Planning Partners left its Parker-Hannifin share count unchanged in Q2 2026.
  • Parker-Hannifin made up 0.78% of Life Planning Partners's portfolio in Q2 2026, its #34 holding.
  • Life Planning Partners first reported a position in Parker-Hannifin in Q2 2025 and has held it in 5 quarters since.
  • Life Planning Partners's Parker-Hannifin position peaked at $1.23M in Q2 2025.
  • 1,039 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.