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Marks Group Wealth Management’s Parker-Hannifin PH Stock Holding History

Marks Group 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 		$4.5M Sell
4,599
-3,692
-45% -$3.38M 0.39% 62
2026
Q1 		$7.42M Sell
8,291
-3,126
-27% -$2.96M 0.72% 36
2025
Q4 		$10M Sell
11,417
-1,792
-14% -$1.47M 0.96% 18
2025
Q3 		$10M Sell
13,209
-883
-6% -$652K 0.93% 23
2025
Q2 		$9.84M Sell
14,092
-537
-4% -$339K 0.92% 20
2025
Q1 		$8.89M Sell
14,629
-343
-2% -$224K 0.86% 35
2024
Q4 		$9.52M Sell
14,972
-816
-5% -$540K 0.94% 23
2024
Q3 		$9.98M Sell
15,788
-103
-0.6% -$58.5K 0.95% 16
2024
Q2 		$8.04M Sell
15,891
-1,587
-9% -$851K 0.85% 44
2024
Q1 		$9.71M Sell
17,478
-784
-4% -$398K 1.02% 17
2023
Q4 		$8.41M Sell
18,262
-553
-3% -$230K 0.96% 19
2023
Q3 		$7.33M Sell
18,815
-349
-2% -$140K 0.91% 26
2023
Q2 		$7.47M Sell
19,164
-2,037
-10% -$689K 0.89% 31
2023
Q1 		$7.13M Sell
21,201
-244
-1% -$80.8K 0.91% 28
2022
Q4 		$6.24M Buy
21,445
+8,257
+63% +$2.36M 0.85% 46
2022
Q3 		$3.2M Sell
13,188
-8,532
-39% -$2.31M 0.49% 76
2022
Q2 		$5.34M Buy
21,720
+1,141
+6% +$305K 0.77% 60
2022
Q1 		$5.84M Buy
20,579
+9,405
+84% +$2.84M 0.73% 56
2021
Q4 		$3.55M Buy
+11,174
New +$3.46M 0.43% 87

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marks Group Wealth Management's PH Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Parker-Hannifin (PH) stake by 45% in Q2 2026, selling an estimated $3.38M and leaving 4,599 shares worth $4.5M. The position accounts for 0.39% of the portfolio, ranked #62.

Marks Group Wealth Management first reported a position in PH in Q4 2021 and has held it in 19 quarters since. The position peaked at $10M in Q4 2025. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Marks Group Wealth Management held 4,599 shares of Parker-Hannifin worth $4.5M as of Q2 2026.
  • Marks Group Wealth Management sold 3,692 Parker-Hannifin shares in Q2 2026, an estimated $3.38M.
  • Parker-Hannifin made up 0.39% of Marks Group Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Marks Group Wealth Management first reported a position in Parker-Hannifin in Q4 2021 and has held it in 19 quarters since.
  • Marks Group Wealth Management's Parker-Hannifin position peaked at $10M in Q4 2025.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.