New Wave Wealth Advisors’s Parker-Hannifin PH Stock Holding History

New Wave Wealth 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	–	Sell	-622	Closed	-$557K	–	233
2026 Q1	$557K	Buy	622 +188	+43%	+$178K	0.19%	91
2025 Q4	$381K	Buy	434 +36	+9%	+$29.5K	0.14%	108
2025 Q3	$302K	Buy	+398	New	+$294K	0.12%	123

Other funds holding PH

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

New Wave Wealth Advisors's PH Position: Q2 2026 in Review

New Wave Wealth Advisors sold out of Parker-Hannifin (PH) in Q2 2026, closing a stake of 622 shares — an estimated $557K sold.

New Wave Wealth Advisors first reported a position in PH in Q3 2025 and held it in 3 quarters. The position peaked at $557K in Q1 2026. 1,979 funds tracked by Wall St. Rank hold PH as of Q2 2026.

New Wave Wealth Advisors reported no remaining Parker-Hannifin position as of Q2 2026 after selling out during the quarter.
New Wave Wealth Advisors sold 622 Parker-Hannifin shares in Q2 2026, an estimated $557K.
New Wave Wealth Advisors first reported a position in Parker-Hannifin in Q3 2025 and held it in 3 quarters.
New Wave Wealth Advisors's Parker-Hannifin position peaked at $557K in Q1 2026.
1,979 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.