Optivise Advisory Services’s Parker-Hannifin PH Stock Holding History

Optivise Advisory Services’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	$776K	Buy	793 +92	+13%	+$84.3K	0.39%	71
2026 Q1	$627K	Sell	701 -120	-15%	-$114K	0.38%	74
2025 Q4	$721K	Buy	821 +244	+42%	+$200K	0.42%	68
2025 Q3	$438K	Buy	577 +186	+48%	+$137K	0.26%	95
2025 Q2	$273K	Buy	391 +23	+6%	+$14.5K	0.14%	148
2025 Q1	$223K	Buy	+368	New	+$241K	0.13%	172
2024 Q4	–	Sell	-384	Closed	-$243K	–	187
2024 Q3	$243K	Sell	384 -110	-22%	-$62.5K	0.13%	144
2024 Q2	$250K	Buy	+494	New	+$265K	0.14%	144

Other funds holding PH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Optivise Advisory Services's PH Position: Q2 2026 in Review

Optivise Advisory Services increased its Parker-Hannifin (PH) stake by 13% in Q2 2026, buying an estimated $84.3K and bringing the position to 793 shares worth $776K. The position accounts for 0.39% of the portfolio, ranked #71.

Optivise Advisory Services first reported a position in PH in Q2 2024 and has held it in 8 quarters since. 602 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Optivise Advisory Services held 793 shares of Parker-Hannifin worth $776K as of Q2 2026.
Optivise Advisory Services bought 92 Parker-Hannifin shares in Q2 2026, an estimated $84.3K.
Parker-Hannifin made up 0.39% of Optivise Advisory Services's portfolio in Q2 2026, its #71 holding.
Optivise Advisory Services first reported a position in Parker-Hannifin in Q2 2024 and has held it in 8 quarters since.
602 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.