Phillips Wealth Planners’s Parker-Hannifin PH Stock Holding History

Phillips Wealth Planners’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	$277K	Sell	289 -1	-0.3%	-$916	0.2%	159
2026 Q1	$254K	Buy	+290	New	+$274K	0.19%	172

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

Phillips Wealth Planners's PH Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Parker-Hannifin (PH) stake by 0.34% in Q2 2026, selling an estimated $916 and leaving 289 shares worth $277K. The position accounts for 0.2% of the portfolio, ranked #159.

Phillips Wealth Planners first reported a position in PH in Q1 2026 and has held it in 2 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Phillips Wealth Planners held 289 shares of Parker-Hannifin worth $277K as of Q2 2026.
Phillips Wealth Planners sold 1 Parker-Hannifin share in Q2 2026, an estimated $916.
Parker-Hannifin made up 0.2% of Phillips Wealth Planners's portfolio in Q2 2026, its #159 holding.
Phillips Wealth Planners first reported a position in Parker-Hannifin in Q1 2026 and has held it in 2 quarters since.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

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