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Nvest Wealth Strategies’s Parker-Hannifin PH Stock Holding History

Nvest Wealth Strategies’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
-2
Closed -$1.79K – 411
2026
Q1 		$1.79K Buy
+2
New +$1.89K ﹤0.01% 184

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Nvest Wealth Strategies's PH Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Parker-Hannifin (PH) in Q2 2026, closing a stake of 2 shares — an estimated $1.79K sold.

Nvest Wealth Strategies first reported a position in PH in Q1 2026 and held it in 1 quarter. The position peaked at $1.79K in Q1 2026. 1,209 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining Parker-Hannifin position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 2 Parker-Hannifin shares in Q2 2026, an estimated $1.79K.
  • Nvest Wealth Strategies first reported a position in Parker-Hannifin in Q1 2026 and held it in 1 quarter.
  • Nvest Wealth Strategies's Parker-Hannifin position peaked at $1.79K in Q1 2026.
  • 1,209 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.