MWM
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Mindset Wealth Management’s Parker-Hannifin PH Stock Holding History

Mindset 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 		$1.13M Buy
1,159
+11
+1% +$10.1K 0.22% 54
2026
Q1 		$1.03M Buy
1,148
+26
+2% +$24.6K 0.28% 45
2025
Q4 		$986K Sell
1,122
-10
-0.9% -$8.19K 0.26% 40
2025
Q3 		$858K Buy
1,132
+5
+0.4% +$3.69K 0.23% 44
2025
Q2 		$787K Buy
1,127
+1
+0.1% +$632 0.26% 41
2025
Q1 		$684K Buy
1,126
+31
+3% +$20.3K 0.27% 39
2024
Q4 		$696K Buy
1,095
+14
+1% +$9.27K 0.25% 37
2024
Q3 		$683K Buy
+1,081
New +$614K 0.28% 34

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

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

Mindset Wealth Management increased its Parker-Hannifin (PH) stake by 0.96% in Q2 2026, buying an estimated $10.1K and bringing the position to 1,159 shares worth $1.13M. The position accounts for 0.22% of the portfolio, ranked #54.

Mindset Wealth Management first reported a position in PH in Q3 2024 and has held it in 8 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Mindset Wealth Management held 1,159 shares of Parker-Hannifin worth $1.13M as of Q2 2026.
  • Mindset Wealth Management bought 11 Parker-Hannifin shares in Q2 2026, an estimated $10.1K.
  • Parker-Hannifin made up 0.22% of Mindset Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Mindset Wealth Management first reported a position in Parker-Hannifin in Q3 2024 and has held it in 8 quarters since.
  • 1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.