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

Momentous 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 		$1.01M Sell
1,029
-25
-2% -$22.9K 0.52% 13
2026
Q1 		$944K Buy
1,054
+52
+5% +$49.2K 0.54% 15
2025
Q4 		$881K Sell
1,002
-7
-0.7% -$5.73K 0.5% 17
2025
Q3 		$765K Sell
1,009
-7
-0.7% -$5.17K 0.49% 16
2025
Q2 		$710K Sell
1,016
-3,014
-75% -$1.9M 0.46% 19
2025
Q1 		$2.45M Buy
4,030
+12
+0.3% +$7.85K 1.73% 11
2024
Q4 		$2.56M Buy
+4,018
New +$2.66M 2.12% 10

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

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

Momentous Wealth Management reduced its Parker-Hannifin (PH) stake by 2.4% in Q2 2026, selling an estimated $22.9K and leaving 1,029 shares worth $1.01M. The position accounts for 0.52% of the portfolio, ranked #13.

Momentous Wealth Management first reported a position in PH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.56M in Q4 2024. 1,979 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Momentous Wealth Management held 1,029 shares of Parker-Hannifin worth $1.01M as of Q2 2026.
  • Momentous Wealth Management sold 25 Parker-Hannifin shares in Q2 2026, an estimated $22.9K.
  • Parker-Hannifin made up 0.52% of Momentous Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Momentous Wealth Management first reported a position in Parker-Hannifin in Q4 2024 and has held it in 7 quarters since.
  • Momentous Wealth Management's Parker-Hannifin position peaked at $2.56M in Q4 2024.
  • 1,979 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Momentous Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.