PWP
PH icon

Perfromance Wealth Partners’s Parker-Hannifin PH Stock Holding History

Perfromance Wealth Partners’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 		$6.31M Buy
6,449
+705
+12% +$646K 0.16% 32
2026
Q1 		$5.14M Sell
5,744
-278
-5% -$263K 0.15% 31
2025
Q4 		$5.29M Sell
6,022
-294
-5% -$241K 0.14% 31
2025
Q3 		$4.79M Buy
6,316
+19
+0.3% +$14K 0.13% 31
2025
Q2 		$4.4M Sell
6,297
-380
-6% -$240K 0.14% 30
2025
Q1 		$4.06M Sell
6,677
-1,050
-14% -$687K 0.15% 29
2024
Q4 		$4.91M Buy
7,727
+10
+0.1% +$6.62K 0.16% 28
2024
Q3 		$4.88M Buy
7,717
+24
+0.3% +$13.6K 0.17% 27
2024
Q2 		$3.89M Hold
7,693
– – 0.14% 26
2024
Q1 		$4.28M Buy
7,693
+66
+0.9% +$33.5K 0.18% 36
2023
Q4 		$3.51M Sell
7,627
-179
-2% -$74.5K 0.15% 46
2023
Q3 		$3.04M Hold
7,806
– – 0.15% 51
2023
Q2 		$2.99M Buy
7,806
+1,385
+22% +$469K 0.14% 52
2023
Q1 		$2.16M Hold
6,421
– – 0.11% 58
2022
Q4 		$1.87M Sell
6,421
-575
-8% -$165K 0.11% 54
2022
Q3 		$1.7M Buy
6,996
+200
+3% +$54.1K 0.1% 51
2022
Q2 		$1.67M Sell
6,796
-25
-0.4% -$6.69K 0.09% 55
2022
Q1 		$1.94M Hold
6,821
– – 0.08% 57
2021
Q4 		$2.17M Buy
+6,821
New +$2.11M 0.09% 57

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Perfromance Wealth Partners's PH Position: Q2 2026 in Review

Perfromance Wealth Partners increased its Parker-Hannifin (PH) stake by 12% in Q2 2026, buying an estimated $646K and bringing the position to 6,449 shares worth $6.31M. The position accounts for 0.16% of the portfolio, ranked #32.

Perfromance Wealth Partners first reported a position in PH in Q4 2021 and has held it in 19 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Perfromance Wealth Partners held 6,449 shares of Parker-Hannifin worth $6.31M as of Q2 2026.
  • Perfromance Wealth Partners bought 705 Parker-Hannifin shares in Q2 2026, an estimated $646K.
  • Parker-Hannifin made up 0.16% of Perfromance Wealth Partners's portfolio in Q2 2026, its #32 holding.
  • Perfromance Wealth Partners first reported a position in Parker-Hannifin in Q4 2021 and has held it in 19 quarters since.
  • 1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.