Lloyd Advisory Services’s Parker-Hannifin PH Stock Holding History

Lloyd Advisory Services’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	$27.4K	Buy	+28	New	+$25.6K	0.01%	289
2026 Q1	–	Sell	-35	Closed	-$30.8K	–	997
2025 Q4	$30.8K	Buy	+35	New	+$28.6K	0.01%	280
2022 Q2	–	Sell	-107	Closed	-$30K	–	420
2022 Q1	$30K	Hold	107	–	–	0.01%	293
2021 Q4	$34K	Hold	107	–	–	0.02%	246
2021 Q3	$30K	Sell	107 -10	-9%	-$2.98K	0.02%	213
2021 Q2	$36K	Sell	117 -1	-0.8%	-$310	0.02%	190
2021 Q1	$37K	Sell	118 -9	-7%	-$2.6K	0.02%	167
2020 Q4	$35K	Sell	127 -5	-4%	-$1.24K	0.02%	141
2020 Q3	$27K	Sell	132 -18	-12%	-$3.54K	0.02%	143
2020 Q2	$27K	Buy	+150	New	+$24.2K	0.02%	149

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lloyd Advisory Services's PH Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Parker-Hannifin (PH) in Q2 2026: 28 shares worth $27.4K. The stake represents 0.01% of the portfolio and ranks #289 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in PH as recently as Q4 2025.

Lloyd Advisory Services first reported a position in PH in Q2 2020 and has held it in 10 quarters since. The position peaked at $37K in Q1 2021. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Lloyd Advisory Services held 28 shares of Parker-Hannifin worth $27.4K as of Q2 2026.
Parker-Hannifin was a new Lloyd Advisory Services position in Q2 2026.
Parker-Hannifin made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #289 holding.
Lloyd Advisory Services first reported a position in Parker-Hannifin in Q2 2020 and has held it in 10 quarters since.
Lloyd Advisory Services's Parker-Hannifin position peaked at $37K in Q1 2021.
1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.