LRI Investments’s Parker-Hannifin PH Stock Holding History

LRI Investments’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	$535K	Buy	547 +33	+6%	+$30.2K	0.04%	185
2026 Q1	$460K	Buy	514 +46	+10%	+$43.5K	0.04%	187
2025 Q4	$411K	Hold	468	–	–	0.03%	191
2025 Q3	$355K	Hold	468	–	–	0.03%	215
2025 Q2	$327K	Hold	468	–	–	0.03%	222
2025 Q1	$285K	Sell	468 -223	-32%	-$146K	0.03%	219
2024 Q4	$440K	Sell	691 -195	-22%	-$129K	0.04%	153
2024 Q3	$618K	Buy	886 +3	+0.3%	+$1.7K	0.06%	130
2024 Q2	$447K	Buy	+883	New	+$474K	0.05%	126

Other funds holding PH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

LRI Investments's PH Position: Q2 2026 in Review

LRI Investments increased its Parker-Hannifin (PH) stake by 6.4% in Q2 2026, buying an estimated $30.2K and bringing the position to 547 shares worth $535K. The position accounts for 0.04% of the portfolio, ranked #185.

LRI Investments first reported a position in PH in Q2 2024 and has held it in 9 quarters since. The position peaked at $618K in Q3 2024. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

LRI Investments held 547 shares of Parker-Hannifin worth $535K as of Q2 2026.
LRI Investments bought 33 Parker-Hannifin shares in Q2 2026, an estimated $30.2K.
Parker-Hannifin made up 0.04% of LRI Investments's portfolio in Q2 2026, its #185 holding.
LRI Investments first reported a position in Parker-Hannifin in Q2 2024 and has held it in 9 quarters since.
LRI Investments's Parker-Hannifin position peaked at $618K in Q3 2024.
396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.