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LVW Advisors’s Parker-Hannifin PH Stock Holding History

LVW Advisors’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 		$2.1M Sell
2,147
-48
-2% -$44K 0.18% 72
2026
Q1 		$1.97M Buy
2,195
+95
+5% +$89.9K 0.19% 64
2025
Q4 		$1.85M Sell
2,100
-18
-0.8% -$14.7K 0.19% 66
2025
Q3 		$1.61M Sell
2,118
-163
-7% -$120K 0.16% 79
2025
Q2 		$1.59M Buy
2,281
+174
+8% +$110K 0.17% 79
2025
Q1 		$1.28M Buy
2,107
+138
+7% +$90.3K 0.15% 83
2024
Q4 		$1.25M Buy
1,969
+17
+0.9% +$11.3K 0.15% 94
2024
Q3 		$1.23M Buy
1,952
+242
+14% +$137K 0.16% 97
2024
Q2 		$865K Buy
1,710
+839
+96% +$450K 0.13% 105
2024
Q1 		$484K Buy
+871
New +$443K 0.08% 169

Other funds holding PH

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

LVW Advisors's PH Position: Q2 2026 in Review

LVW Advisors reduced its Parker-Hannifin (PH) stake by 2.2% in Q2 2026, selling an estimated $44K and leaving 2,147 shares worth $2.1M. The position accounts for 0.18% of the portfolio, ranked #72.

LVW Advisors first reported a position in PH in Q1 2024 and has held it in 10 quarters since. 354 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • LVW Advisors held 2,147 shares of Parker-Hannifin worth $2.1M as of Q2 2026.
  • LVW Advisors sold 48 Parker-Hannifin shares in Q2 2026, an estimated $44K.
  • Parker-Hannifin made up 0.18% of LVW Advisors's portfolio in Q2 2026, its #72 holding.
  • LVW Advisors first reported a position in Parker-Hannifin in Q1 2024 and has held it in 10 quarters since.
  • 354 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.