M3 Wealth Management’s Parker-Hannifin PH Stock Holding History

M3 Wealth Management’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	$776K	Hold	793	–	–	0.5%	35
2026 Q1	$710K	Sell	793 -35	-4%	-$33.1K	0.55%	32
2025 Q4	$728K	Buy	+828	New	+$678K	0.59%	31

Other funds holding PH

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

M3 Wealth Management's PH Position: Q2 2026 in Review

M3 Wealth Management held its Parker-Hannifin (PH) position steady in Q2 2026 at 793 shares worth $776K. The position accounts for 0.5% of the portfolio, ranked #35.

M3 Wealth Management first reported a position in PH in Q4 2025 and has held it in 3 quarters since. 1,975 funds tracked by Wall St. Rank hold PH as of Q2 2026.

M3 Wealth Management held 793 shares of Parker-Hannifin worth $776K as of Q2 2026.
M3 Wealth Management left its Parker-Hannifin share count unchanged in Q2 2026.
Parker-Hannifin made up 0.5% of M3 Wealth Management's portfolio in Q2 2026, its #35 holding.
M3 Wealth Management first reported a position in Parker-Hannifin in Q4 2025 and has held it in 3 quarters since.
1,975 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on M3 Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.