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

Northwest 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	$554K	Buy	567 +2	+0.4%	+$1.83K	0.07%	117
2026 Q1	$506K	Buy	565 +1	+0.2%	+$946	0.08%	123
2025 Q4	$496K	Buy	564 +1	+0.2%	+$818	0.08%	119
2025 Q3	$427K	Hold	563	–	–	0.07%	120
2025 Q2	$393K	Sell	563 -16	-3%	-$10.1K	0.07%	121
2025 Q1	$352K	Buy	579 +1	+0.2%	+$654	0.07%	125
2024 Q4	$367K	Buy	578 +17	+3%	+$11.3K	0.08%	110
2024 Q3	$354K	Buy	561 +1	+0.2%	+$568	0.08%	109
2024 Q2	$283K	Buy	560 +1	+0.2%	+$536	0.07%	127
2024 Q1	$311K	Hold	559	–	–	0.09%	122
2023 Q4	$258K	Buy	559 +5	+0.9%	+$2.08K	0.08%	129
2023 Q3	$216K	Hold	554	–	–	0.08%	135
2023 Q2	$216K	Buy	+554	New	+$187K	0.08%	137
2019 Q2	–	Sell	-728	Closed	-$125K	–	372
2019 Q1	$125K	Hold	728	–	–	0.09%	138
2018 Q4	$109K	Hold	728	–	–	0.09%	132
2018 Q3	$134K	Hold	728	–	–	0.1%	127
2018 Q2	$113K	Hold	728	–	–	0.08%	142
2018 Q1	$124K	Buy	+728	New	+$138K	0.09%	137

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

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

Northwest Wealth Management increased its Parker-Hannifin (PH) stake by 0.35% in Q2 2026, buying an estimated $1.83K and bringing the position to 567 shares worth $554K. The position accounts for 0.07% of the portfolio, ranked #117.

Northwest Wealth Management first reported a position in PH in Q1 2018 and has held it in 18 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Northwest Wealth Management held 567 shares of Parker-Hannifin worth $554K as of Q2 2026.
Northwest Wealth Management bought 2 Parker-Hannifin shares in Q2 2026, an estimated $1.83K.
Parker-Hannifin made up 0.07% of Northwest Wealth Management's portfolio in Q2 2026, its #117 holding.
Northwest Wealth Management first reported a position in Parker-Hannifin in Q1 2018 and has held it in 18 quarters since.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

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