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

OneAscent 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	$342K	Sell	350 -125	-26%	-$115K	0.1%	105
2026 Q1	$425K	Buy	+475	New	+$450K	0.14%	81
2025 Q2	–	Sell	-344	Closed	-$209K	–	181
2025 Q1	$209K	Buy	344 +11	+3%	+$7.19K	0.09%	140
2024 Q4	$212K	Buy	333 +6	+2%	+$3.97K	0.09%	149
2024 Q3	$207K	Buy	+327	New	+$186K	0.08%	173
2021 Q1	$901K	Buy	+2,857	New	+$825K	0.38%	55

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

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

OneAscent Wealth Management reduced its Parker-Hannifin (PH) stake by 26% in Q2 2026, selling an estimated $115K and leaving 350 shares worth $342K. The position accounts for 0.1% of the portfolio, ranked #105.

OneAscent Wealth Management first reported a position in PH in Q1 2021 and has held it in 6 quarters since. The position peaked at $901K in Q1 2021. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

OneAscent Wealth Management held 350 shares of Parker-Hannifin worth $342K as of Q2 2026.
OneAscent Wealth Management sold 125 Parker-Hannifin shares in Q2 2026, an estimated $115K.
Parker-Hannifin made up 0.1% of OneAscent Wealth Management's portfolio in Q2 2026, its #105 holding.
OneAscent Wealth Management first reported a position in Parker-Hannifin in Q1 2021 and has held it in 6 quarters since.
OneAscent Wealth Management's Parker-Hannifin position peaked at $901K in Q1 2021.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.