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Mowery & Schoenfeld Wealth Management’s Parker-Hannifin PH Stock Holding History

Mowery & Schoenfeld 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 		$19.6K Hold
20
– – 0.03% 194
2026
Q1 		$18K Sell
20
-16
-44% -$15.1K 0.03% 180
2025
Q4 		$31.7K Buy
36
+16
+80% +$13.1K 0.05% 169
2025
Q3 		$15.2K Sell
20
-2
-9% -$1.48K 0.03% 188
2025
Q2 		$15.4K Hold
22
– – 0.02% 188
2025
Q1 		$13.4K Hold
22
– – 0.03% 240
2024
Q4 		$14K Buy
+22
New +$14.6K 0.03% 197

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's PH Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Parker-Hannifin (PH) position steady in Q2 2026 at 20 shares worth $19.6K. The position accounts for 0.03% of the portfolio, ranked #194.

Mowery & Schoenfeld Wealth Management first reported a position in PH in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.7K in Q4 2025. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 20 shares of Parker-Hannifin worth $19.6K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Parker-Hannifin share count unchanged in Q2 2026.
  • Parker-Hannifin made up 0.03% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Parker-Hannifin in Q4 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's Parker-Hannifin position peaked at $31.7K in Q4 2025.
  • 1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.