PWM
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Peterson Wealth Management’s Parker-Hannifin PH Stock Holding History

Peterson 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 		$184K Sell
189
-24
-11% -$22K 0.09% 43
2026
Q1 		$191K Sell
213
-50
-19% -$47.3K 0.11% 43
2025
Q4 		$231K Buy
+263
New +$215K 0.17% 40

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

Peterson Wealth Management's PH Position: Q2 2026 in Review

Peterson Wealth Management reduced its Parker-Hannifin (PH) stake by 11% in Q2 2026, selling an estimated $22K and leaving 189 shares worth $184K. The position accounts for 0.09% of the portfolio, ranked #43.

Peterson Wealth Management first reported a position in PH in Q4 2025 and has held it in 3 quarters since. The position peaked at $231K in Q4 2025. 1,979 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Peterson Wealth Management held 189 shares of Parker-Hannifin worth $184K as of Q2 2026.
  • Peterson Wealth Management sold 24 Parker-Hannifin shares in Q2 2026, an estimated $22K.
  • Parker-Hannifin made up 0.09% of Peterson Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Peterson Wealth Management first reported a position in Parker-Hannifin in Q4 2025 and has held it in 3 quarters since.
  • Peterson Wealth Management's Parker-Hannifin position peaked at $231K in Q4 2025.
  • 1,979 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.