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Moneta Group Investment Advisors’s Parker-Hannifin PH Stock Holding History

Moneta Group Investment Advisors’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 		$600K Buy
614
+13
+2% +$11.9K ﹤0.01% 501
2026
Q1 		$538K Sell
601
-13
-2% -$12.3K ﹤0.01% 494
2025
Q4 		$540K Buy
614
+11
+2% +$9K ﹤0.01% 479
2025
Q3 		$457K Buy
603
+39
+7% +$28.8K ﹤0.01% 519
2025
Q2 		$394K Buy
564
+84
+18% +$53.1K ﹤0.01% 500
2025
Q1 		$292K Buy
480
+4
+0.8% +$2.62K ﹤0.01% 531
2024
Q4 		$303K Buy
476
+115
+32% +$76.2K ﹤0.01% 531
2024
Q3 		$228K Sell
361
-78
-18% -$44.3K ﹤0.01% 592
2024
Q2 		$222K Buy
439
+6
+1% +$3.22K ﹤0.01% 557
2024
Q1 		$241K Buy
+433
New +$220K ﹤0.01% 537
2015
Q2 		– Sell
-2,000
Closed -$238K – 149
2015
Q1 		$238K Hold
2,000
– – 0.1% 128
2014
Q4 		$258K Hold
2,000
– – 0.12% 122
2014
Q3 		$228K Hold
2,000
– – 0.12% 126
2014
Q2 		$251K Hold
2,000
– – 0.14% 117
2014
Q1 		$239K Hold
2,000
– – 0.14% 106
2013
Q4 		$257K Hold
2,000
– – 0.15% 106
2013
Q3 		$217K Buy
+2,000
New +$206K 0.14% 108

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

Moneta Group Investment Advisors's PH Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Parker-Hannifin (PH) stake by 2.2% in Q2 2026, buying an estimated $11.9K and bringing the position to 614 shares worth $600K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Moneta Group Investment Advisors first reported a position in PH in Q3 2013 and has held it in 17 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Moneta Group Investment Advisors held 614 shares of Parker-Hannifin worth $600K as of Q2 2026.
  • Moneta Group Investment Advisors bought 13 Parker-Hannifin shares in Q2 2026, an estimated $11.9K.
  • Parker-Hannifin made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #501 holding.
  • Moneta Group Investment Advisors first reported a position in Parker-Hannifin in Q3 2013 and has held it in 17 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.