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Medallion Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Medallion Wealth 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 		– Sell
-27
Closed -$24.2K – 1285
2026
Q1 		$24.2K Sell
27
-3
-10% -$2.84K 0.01% 619
2025
Q4 		$26.4K Hold
30
– – 0.01% 586
2025
Q3 		$22.7K Hold
30
– – 0.01% 609
2025
Q2 		$21K Hold
30
– – 0.01% 613
2025
Q1 		$18.2K Hold
30
– – 0.01% 590
2024
Q4 		$18.2K Buy
+30
New +$19.9K 0.01% 571

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

Medallion Wealth Advisors's PH Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of Parker-Hannifin (PH) in Q2 2026, closing a stake of 27 shares — an estimated $24.2K sold.

Medallion Wealth Advisors first reported a position in PH in Q4 2024 and held it in 6 quarters. The position peaked at $26.4K in Q4 2025. 1,983 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Medallion Wealth Advisors reported no remaining Parker-Hannifin position as of Q2 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 27 Parker-Hannifin shares in Q2 2026, an estimated $24.2K.
  • Medallion Wealth Advisors first reported a position in Parker-Hannifin in Q4 2024 and held it in 6 quarters.
  • Medallion Wealth Advisors's Parker-Hannifin position peaked at $26.4K in Q4 2025.
  • 1,983 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.