Modera Wealth Management’s Parker-Hannifin PH Stock Holding History

Modera 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	$538K	Sell	550 -5	-0.9%	-$4.58K	0.01%	443
2026 Q1	$497K	Buy	555 +69	+14%	+$65.3K	0.01%	435
2025 Q4	$427K	Buy	486 +35	+8%	+$28.6K	﹤0.01%	485
2025 Q3	$342K	Sell	451 -5	-1%	-$3.69K	﹤0.01%	517
2025 Q2	$319K	Sell	456 -70	-13%	-$44.2K	﹤0.01%	525
2025 Q1	$320K	Sell	526 -5	-0.9%	-$3.27K	﹤0.01%	503
2024 Q4	$338K	Buy	531 +75	+16%	+$49.7K	﹤0.01%	494
2024 Q3	$288K	Sell	456 -28	-6%	-$15.9K	﹤0.01%	498
2024 Q2	$245K	Buy	484 +54	+13%	+$29K	﹤0.01%	506
2024 Q1	$239K	Buy	+430	New	+$218K	﹤0.01%	518
2023 Q3	–	Sell	-534	Closed	-$208K	–	573
2023 Q2	$208K	Buy	+534	New	+$181K	﹤0.01%	526
2022 Q1	–	Sell	-1,673	Closed	-$532K	–	530
2021 Q4	$532K	Buy	+1,673	New	+$517K	0.02%	263

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

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

Modera Wealth Management reduced its Parker-Hannifin (PH) stake by 0.9% in Q2 2026, selling an estimated $4.58K and leaving 550 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #443.

Modera Wealth Management first reported a position in PH in Q4 2021 and has held it in 12 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Modera Wealth Management held 550 shares of Parker-Hannifin worth $538K as of Q2 2026.
Modera Wealth Management sold 5 Parker-Hannifin shares in Q2 2026, an estimated $4.58K.
Parker-Hannifin made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #443 holding.
Modera Wealth Management first reported a position in Parker-Hannifin in Q4 2021 and has held it in 12 quarters since.
1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.