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Personal CFO Solutions’s Parker-Hannifin PH Stock Holding History

Personal CFO Solutions’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 		$963K Buy
985
+5
+0.5% +$4.58K 0.14% 129
2026
Q1 		$878K Sell
980
-111
-10% -$105K 0.12% 145
2025
Q4 		$959K Sell
1,091
-232
-18% -$190K 0.15% 132
2025
Q3 		$1M Sell
1,323
-53
-4% -$39.1K 0.18% 112
2025
Q2 		$961K Sell
1,376
-22
-2% -$13.9K 0.18% 113
2025
Q1 		$850K Sell
1,398
-41
-3% -$26.8K 0.17% 123
2024
Q4 		$915K Sell
1,439
-82
-5% -$54.3K 0.18% 112
2024
Q3 		$961K Buy
1,521
+1
+0.1% +$568 0.13% 144
2024
Q2 		$769K Sell
1,520
-7
-0.5% -$3.75K 0.12% 172
2024
Q1 		$849K Buy
1,527
+1
+0.1% +$508 0.13% 153
2023
Q4 		$703K Sell
1,526
-39
-2% -$16.2K 0.12% 171
2023
Q3 		$610K Buy
1,565
+13
+0.8% +$5.22K 0.12% 159
2023
Q2 		$605K Buy
1,552
+41
+3% +$13.9K 0.12% 166
2023
Q1 		$508K Sell
1,511
-183
-11% -$60.6K 0.1% 193
2022
Q4 		$493K Buy
1,694
+105
+7% +$30.1K 0.1% 194
2022
Q3 		$385K Buy
1,589
+2
+0.1% +$541 0.1% 200
2022
Q2 		$391K Sell
1,587
-3
-0.2% -$803 0.09% 203
2022
Q1 		$451K Buy
1,590
+24
+2% +$7.24K 0.09% 216
2021
Q4 		$498K Buy
1,566
+191
+14% +$59.1K 0.09% 198
2021
Q3 		$384K Buy
1,375
+45
+3% +$13.4K 0.08% 227
2021
Q2 		$408K Sell
1,330
-66
-5% -$20.4K 0.08% 217
2021
Q1 		$440K Buy
1,396
+221
+19% +$63.8K 0.1% 199
2020
Q4 		$320K Buy
+1,175
New +$291K 0.08% 232

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

Personal CFO Solutions's PH Position: Q2 2026 in Review

Personal CFO Solutions increased its Parker-Hannifin (PH) stake by 0.51% in Q2 2026, buying an estimated $4.58K and bringing the position to 985 shares worth $963K. The position accounts for 0.14% of the portfolio, ranked #129.

Personal CFO Solutions first reported a position in PH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1M in Q3 2025. 1,977 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Personal CFO Solutions held 985 shares of Parker-Hannifin worth $963K as of Q2 2026.
  • Personal CFO Solutions bought 5 Parker-Hannifin shares in Q2 2026, an estimated $4.58K.
  • Parker-Hannifin made up 0.14% of Personal CFO Solutions's portfolio in Q2 2026, its #129 holding.
  • Personal CFO Solutions first reported a position in Parker-Hannifin in Q4 2020 and has held it in 23 quarters since.
  • Personal CFO Solutions's Parker-Hannifin position peaked at $1M in Q3 2025.
  • 1,977 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.