Mount Yale Investment Advisors’s Parker-Hannifin PH Stock Holding History

Mount Yale 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	$8.27M	Sell	8,454 -351	-4%	-$322K	0.15%	152
2026 Q1	$7.88M	Buy	8,805 +7,766	+747%	+$7.35M	0.18%	126
2025 Q4	$913K	Sell	1,039 -335	-24%	-$274K	0.04%	330
2025 Q3	$1.04M	Buy	1,374 +294	+27%	+$217K	0.07%	279
2025 Q2	$754K	Buy	1,080 +66	+7%	+$41.7K	0.06%	265
2025 Q1	$616K	Buy	1,014 +26	+3%	+$17K	0.05%	285
2024 Q4	$629K	Buy	+988	New	+$654K	0.05%	306
2024 Q3	–	Sell	-990	Closed	-$501K	–	589
2024 Q2	$501K	Buy	990 +3	+0.3%	+$1.61K	0.04%	344
2024 Q1	$548K	Buy	+987	New	+$501K	0.04%	335
2018 Q2	–	Sell	-7	Closed	-$1K	–	996
2018 Q1	$1K	Buy	+7	New	+$1.33K	﹤0.01%	929

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's PH Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Parker-Hannifin (PH) stake by 4% in Q2 2026, selling an estimated $322K and leaving 8,454 shares worth $8.27M. The position accounts for 0.15% of the portfolio, ranked #152.

Mount Yale Investment Advisors first reported a position in PH in Q1 2018 and has held it in 10 quarters since. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Mount Yale Investment Advisors held 8,454 shares of Parker-Hannifin worth $8.27M as of Q2 2026.
Mount Yale Investment Advisors sold 351 Parker-Hannifin shares in Q2 2026, an estimated $322K.
Parker-Hannifin made up 0.15% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #152 holding.
Mount Yale Investment Advisors first reported a position in Parker-Hannifin in Q1 2018 and has held it in 10 quarters since.
1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.