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National Wealth Management Group’s Parker-Hannifin PH Stock Holding History

National Wealth Management Group’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 		$260K Sell
266
-19
-7% -$17.4K 0.08% 194
2026
Q1 		$255K Sell
285
-64
-18% -$60.6K 0.1% 180
2025
Q4 		$307K Sell
349
-530
-60% -$434K 0.11% 182
2025
Q3 		$666K Buy
+879
New +$649K 0.25% 90

Other funds holding PH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

National Wealth Management Group's PH Position: Q2 2026 in Review

National Wealth Management Group reduced its Parker-Hannifin (PH) stake by 6.7% in Q2 2026, selling an estimated $17.4K and leaving 266 shares worth $260K. The position accounts for 0.08% of the portfolio, ranked #194.

National Wealth Management Group first reported a position in PH in Q3 2025 and has held it in 4 quarters since. The position peaked at $666K in Q3 2025. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • National Wealth Management Group held 266 shares of Parker-Hannifin worth $260K as of Q2 2026.
  • National Wealth Management Group sold 19 Parker-Hannifin shares in Q2 2026, an estimated $17.4K.
  • Parker-Hannifin made up 0.08% of National Wealth Management Group's portfolio in Q2 2026, its #194 holding.
  • National Wealth Management Group first reported a position in Parker-Hannifin in Q3 2025 and has held it in 4 quarters since.
  • National Wealth Management Group's Parker-Hannifin position peaked at $666K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.