Merit Financial Group’s Parker-Hannifin PH Stock Holding History

Merit Financial Group’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	$5.43M	Sell	5,555 -524	-9%	-$480K	0.03%	407
2026 Q1	$5.44M	Buy	6,079 +2,075	+52%	+$1.96M	0.04%	368
2025 Q4	$3.52M	Buy	4,004 +261	+7%	+$214K	0.03%	452
2025 Q3	$2.84M	Sell	3,743 -352	-9%	-$260K	0.03%	456
2025 Q2	$2.86M	Sell	4,095 -29	-0.7%	-$18.3K	0.03%	415
2025 Q1	$2.51M	Buy	4,124 +580	+16%	+$379K	0.04%	365
2024 Q4	$2.25M	Buy	3,544 +1,557	+78%	+$1.03M	0.04%	330
2024 Q3	$1.26M	Sell	1,987 -699	-26%	-$397K	0.03%	362
2024 Q2	$1.36M	Buy	2,686 +48	+2%	+$25.7K	0.03%	341
2024 Q1	$1.41M	Buy	2,638 +1,418	+116%	+$720K	0.03%	328
2023 Q4	$562K	Buy	1,220 +267	+28%	+$111K	0.02%	456
2023 Q3	$371K	Buy	953 +167	+21%	+$67.1K	0.01%	528
2023 Q2	$307K	Buy	+786	New	+$266K	0.01%	588

Other funds holding PH

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

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

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

Merit Financial Group's PH Position: Q2 2026 in Review

Merit Financial Group reduced its Parker-Hannifin (PH) stake by 8.6% in Q2 2026, selling an estimated $480K and leaving 5,555 shares worth $5.43M. The position accounts for 0.03% of the portfolio, ranked #407.

Merit Financial Group first reported a position in PH in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.44M in Q1 2026. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Merit Financial Group held 5,555 shares of Parker-Hannifin worth $5.43M as of Q2 2026.
Merit Financial Group sold 524 Parker-Hannifin shares in Q2 2026, an estimated $480K.
Parker-Hannifin made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #407 holding.
Merit Financial Group first reported a position in Parker-Hannifin in Q2 2023 and has held it in 13 quarters since.
Merit Financial Group's Parker-Hannifin position peaked at $5.44M in Q1 2026.
396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.