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

Moran 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 		$57.7M Sell
58,956
-3,177
-5% -$2.91M 1.57% 3
2026
Q1 		$55.6M Sell
62,133
-10,936
-15% -$10.4M 1.7% 2
2025
Q4 		$64.2M Sell
73,069
-6,958
-9% -$5.69M 1.97% 2
2025
Q3 		$60.7M Sell
80,027
-3,588
-4% -$2.65M 1.83% 3
2025
Q2 		$58.4M Sell
83,615
-3,723
-4% -$2.35M 1.8% 2
2025
Q1 		$53.1M Sell
87,338
-3,273
-4% -$2.14M 1.79% 2
2024
Q4 		$57.6M Sell
90,611
-2,687
-3% -$1.78M 1.84% 4
2024
Q3 		$58.9M Sell
93,298
-1,685
-2% -$957K 1.81% 3
2024
Q2 		$48M Sell
94,983
-1,965
-2% -$1.05M 1.58% 6
2024
Q1 		$53.9M Sell
96,948
-4,344
-4% -$2.21M 1.75% 3
2023
Q4 		$46.7M Sell
101,292
-3,284
-3% -$1.37M 1.66% 2
2023
Q3 		$40.7M Sell
104,576
-2,416
-2% -$971K 1.58% 3
2023
Q2 		$41.7M Sell
106,992
-4,061
-4% -$1.37M 1.57% 2
2023
Q1 		$37.3M Buy
111,053
+4,909
+5% +$1.63M 1.41% 5
2022
Q4 		$30.9M Buy
+106,144
New +$30.4M 1.17% 14

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

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

Moran Wealth Management reduced its Parker-Hannifin (PH) stake by 5.1% in Q2 2026, selling an estimated $2.91M and leaving 58,956 shares worth $57.7M. The position accounts for 1.57% of the portfolio, ranked #3.

Moran Wealth Management first reported a position in PH in Q4 2022 and has held it in 15 quarters since. The position peaked at $64.2M in Q4 2025. 1,971 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Moran Wealth Management held 58,956 shares of Parker-Hannifin worth $57.7M as of Q2 2026.
  • Moran Wealth Management sold 3,177 Parker-Hannifin shares in Q2 2026, an estimated $2.91M.
  • Parker-Hannifin made up 1.57% of Moran Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Moran Wealth Management first reported a position in Parker-Hannifin in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Parker-Hannifin position peaked at $64.2M in Q4 2025.
  • 1,971 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.