Paragon Private Wealth Management’s Parker-Hannifin PH Stock Holding History

Paragon Private 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	$419K	Buy	428 +3	+0.7%	+$2.75K	0.11%	164
2026 Q1	$380K	Buy	425 +4	+1%	+$3.79K	0.12%	166
2025 Q4	$370K	Buy	421 +19	+5%	+$15.6K	0.11%	157
2025 Q3	$305K	Buy	+402	New	+$297K	0.1%	179

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

Paragon Private Wealth Management's PH Position: Q2 2026 in Review

Paragon Private Wealth Management increased its Parker-Hannifin (PH) stake by 0.71% in Q2 2026, buying an estimated $2.75K and bringing the position to 428 shares worth $419K. The position accounts for 0.11% of the portfolio, ranked #164.

Paragon Private Wealth Management first reported a position in PH in Q3 2025 and has held it in 4 quarters since. 1,979 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Paragon Private Wealth Management held 428 shares of Parker-Hannifin worth $419K as of Q2 2026.
Paragon Private Wealth Management bought 3 Parker-Hannifin shares in Q2 2026, an estimated $2.75K.
Parker-Hannifin made up 0.11% of Paragon Private Wealth Management's portfolio in Q2 2026, its #164 holding.
Paragon Private Wealth Management first reported a position in Parker-Hannifin in Q3 2025 and has held it in 4 quarters since.
1,979 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.