Mitchell McLeod Pugh & Williams’s Parker-Hannifin PH Stock Holding History

Mitchell McLeod Pugh & Williams’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	$368K	Sell	376 -16	-4%	-$14.7K	0.05%	244
2026 Q1	$351K	Sell	392 -5	-1%	-$4.73K	0.05%	227
2025 Q4	$388K	Hold	397	–	–	0.06%	223
2025 Q3	$305K	Sell	397 -20	-5%	-$14.8K	0.05%	226
2025 Q2	$291K	Hold	417	–	–	0.05%	230
2025 Q1	$253K	Sell	417 -10	-2%	-$6.54K	0.05%	236
2024 Q4	$272K	Sell	427 -15	-3%	-$9.93K	0.06%	220
2024 Q3	$279K	Hold	442	–	–	0.06%	230
2024 Q2	$224K	Sell	442 -14	-3%	-$7.51K	0.05%	244
2024 Q1	$253K	Sell	456 -25	-5%	-$12.7K	0.06%	231
2023 Q4	$222K	Buy	+481	New	+$200K	0.06%	236

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mitchell McLeod Pugh & Williams's PH Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams reduced its Parker-Hannifin (PH) stake by 4.1% in Q2 2026, selling an estimated $14.7K and leaving 376 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #244.

Mitchell McLeod Pugh & Williams first reported a position in PH in Q4 2023 and has held it in 11 quarters since. The position peaked at $388K in Q4 2025. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Mitchell McLeod Pugh & Williams held 376 shares of Parker-Hannifin worth $368K as of Q2 2026.
Mitchell McLeod Pugh & Williams sold 16 Parker-Hannifin shares in Q2 2026, an estimated $14.7K.
Parker-Hannifin made up 0.05% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #244 holding.
Mitchell McLeod Pugh & Williams first reported a position in Parker-Hannifin in Q4 2023 and has held it in 11 quarters since.
Mitchell McLeod Pugh & Williams's Parker-Hannifin position peaked at $388K in Q4 2025.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.