PWC
PH icon

Pathfinder Wealth Consulting’s Parker-Hannifin PH Stock Holding History

Pathfinder Wealth Consulting’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
-535
Closed -$479K – 117
2026
Q1 		$479K Sell
535
-5
-0.9% -$4.73K 0.31% 76
2025
Q4 		$475K Buy
+540
New +$442K 0.3% 79

Other funds holding PH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Pathfinder Wealth Consulting's PH Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Parker-Hannifin (PH) in Q2 2026, closing a stake of 535 shares — an estimated $479K sold.

Pathfinder Wealth Consulting first reported a position in PH in Q4 2025 and held it in 2 quarters. The position peaked at $479K in Q1 2026. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining Parker-Hannifin position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 535 Parker-Hannifin shares in Q2 2026, an estimated $479K.
  • Pathfinder Wealth Consulting first reported a position in Parker-Hannifin in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's Parker-Hannifin position peaked at $479K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.