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Phoenix Financial’s Parker-Hannifin PH Stock Holding History

Phoenix Financial’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 		$2.29M Sell
2,339
-153
-6% -$140K 0.02% 190
2026
Q1 		$2.23M Buy
+2,492
New +$2.36M 0.02% 167
2025
Q3 		– Sell
-906
Closed -$632K – 488
2025
Q2 		$632K Sell
906
-124
-12% -$78.3K 0.01% 268
2025
Q1 		$628K Buy
1,030
+21
+2% +$13.7K 0.01% 247
2024
Q4 		$642K Buy
1,009
+658
+187% +$436K 0.01% 243
2024
Q3 		$222K Buy
+351
New +$199K ﹤0.01% 328

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

Phoenix Financial's PH Position: Q2 2026 in Review

Phoenix Financial reduced its Parker-Hannifin (PH) stake by 6.1% in Q2 2026, selling an estimated $140K and leaving 2,339 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #190.

Phoenix Financial first reported a position in PH in Q3 2024 and has held it in 6 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Phoenix Financial held 2,339 shares of Parker-Hannifin worth $2.29M as of Q2 2026.
  • Phoenix Financial sold 153 Parker-Hannifin shares in Q2 2026, an estimated $140K.
  • Parker-Hannifin made up 0.02% of Phoenix Financial's portfolio in Q2 2026, its #190 holding.
  • Phoenix Financial first reported a position in Parker-Hannifin in Q3 2024 and has held it in 6 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.