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

Modern 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 		$1.49M Buy
1,527
+1,145
+300% +$1.05M 0.02% 433
2026
Q1 		$352K Buy
382
+71
+23% +$67.2K 0.01% 668
2025
Q4 		$274K Buy
+311
New +$255K 0.01% 711

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

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

Modern Wealth Management increased its Parker-Hannifin (PH) stake by 300% in Q2 2026, buying an estimated $1.05M and bringing the position to 1,527 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #433.

Modern Wealth Management first reported a position in PH in Q4 2025 and has held it in 3 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Modern Wealth Management held 1,527 shares of Parker-Hannifin worth $1.49M as of Q2 2026.
  • Modern Wealth Management bought 1,145 Parker-Hannifin shares in Q2 2026, an estimated $1.05M.
  • Parker-Hannifin made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #433 holding.
  • Modern Wealth Management first reported a position in Parker-Hannifin in Q4 2025 and has held it in 3 quarters since.
  • 1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

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