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Marshall Financial Group (Maryland)’s Parker-Hannifin PH Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.15M Sell
1,178
-209
-15% -$191K 0.17% 112
2026
Q1 		$1.24M Sell
1,387
-13
-0.9% -$12.3K 0.2% 92
2025
Q4 		$1.23M Sell
1,400
-46
-3% -$37.6K 0.24% 91
2025
Q3 		$1.1M Buy
1,446
+57
+4% +$42.1K 0.21% 115
2025
Q2 		$981K Buy
+1,389
New +$878K 0.19% 126

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

Marshall Financial Group (Maryland)'s PH Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Parker-Hannifin (PH) stake by 15% in Q2 2026, selling an estimated $191K and leaving 1,178 shares worth $1.15M. The position accounts for 0.17% of the portfolio, ranked #112.

Marshall Financial Group (Maryland) first reported a position in PH in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.24M in Q1 2026. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Marshall Financial Group (Maryland) held 1,178 shares of Parker-Hannifin worth $1.15M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 209 Parker-Hannifin shares in Q2 2026, an estimated $191K.
  • Parker-Hannifin made up 0.17% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #112 holding.
  • Marshall Financial Group (Maryland) first reported a position in Parker-Hannifin in Q2 2025 and has held it in 5 quarters since.
  • Marshall Financial Group (Maryland)'s Parker-Hannifin position peaked at $1.24M in Q1 2026.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.