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

Nicholson 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 		$2.14M Sell
2,189
-37
-2% -$33.9K 1.26% 24
2026
Q1 		$1.99M Sell
2,226
-113
-5% -$107K 1.16% 31
2025
Q4 		$2.06M Sell
2,339
-98
-4% -$80.2K 1.21% 22
2025
Q3 		$1.85M Buy
2,437
+100
+4% +$73.8K 1.08% 31
2025
Q2 		$1.63M Buy
2,337
+116
+5% +$73.3K 1.01% 44
2025
Q1 		$1.35M Buy
2,221
+82
+4% +$53.6K 0.89% 69
2024
Q4 		$1.36M Buy
2,139
+691
+48% +$458K 0.91% 69
2024
Q3 		$915K Buy
+1,448
New +$823K 0.75% 43

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Nicholson Wealth Management Group reduced its Parker-Hannifin (PH) stake by 1.7% in Q2 2026, selling an estimated $33.9K and leaving 2,189 shares worth $2.14M. The position accounts for 1.26% of the portfolio, ranked #24.

Nicholson Wealth Management Group first reported a position in PH in Q3 2024 and has held it in 8 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Nicholson Wealth Management Group held 2,189 shares of Parker-Hannifin worth $2.14M as of Q2 2026.
  • Nicholson Wealth Management Group sold 37 Parker-Hannifin shares in Q2 2026, an estimated $33.9K.
  • Parker-Hannifin made up 1.26% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #24 holding.
  • Nicholson Wealth Management Group first reported a position in Parker-Hannifin in Q3 2024 and has held it in 8 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.