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Navigoe Wealth Management’s Parker-Hannifin PH Stock Holding History

Navigoe 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 		$0 Buy
+1
New +$916 ﹤0.01% 974
2025
Q3 		– Sell
-4
Closed -$2K – 278
2025
Q2 		$2K Hold
4
– – ﹤0.01% 146
2025
Q1 		$2K Hold
4
– – ﹤0.01% 143
2024
Q4 		$2K Buy
+4
New +$2.65K ﹤0.01% 142

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

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

Navigoe Wealth Management opened a new position in Parker-Hannifin (PH) in Q2 2026: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #974 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in PH as recently as Q2 2025.

Navigoe Wealth Management first reported a position in PH in Q4 2024 and has held it in 4 quarters since. The position peaked at $2K in Q2 2025. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Navigoe Wealth Management held 1 share of Parker-Hannifin worth $0 as of Q2 2026.
  • Parker-Hannifin was a new Navigoe Wealth Management position in Q2 2026.
  • Parker-Hannifin made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #974 holding.
  • Navigoe Wealth Management first reported a position in Parker-Hannifin in Q4 2024 and has held it in 4 quarters since.
  • Navigoe Wealth Management's Parker-Hannifin position peaked at $2K in Q2 2025.
  • 1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.