Physician Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Physician Wealth Advisors’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	$138K	Buy	141 +5	+4%	+$4.58K	0.02%	268
2026 Q1	$122K	Buy	136 +2	+1%	+$1.89K	0.02%	252
2025 Q4	$118K	Buy	134 +5	+4%	+$4.09K	0.02%	253
2025 Q3	$97.8K	Buy	129 +35	+37%	+$25.8K	0.01%	275
2025 Q2	$65.7K	Buy	94 +5	+6%	+$3.16K	0.01%	310
2025 Q1	$54.1K	Sell	89 -37	-29%	-$24.2K	0.01%	320
2024 Q4	$80.1K	Buy	+126	New	+$83.4K	0.01%	284

Other funds holding PH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Physician Wealth Advisors's PH Position: Q2 2026 in Review

Physician Wealth Advisors increased its Parker-Hannifin (PH) stake by 3.7% in Q2 2026, buying an estimated $4.58K and bringing the position to 141 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #268.

Physician Wealth Advisors first reported a position in PH in Q4 2024 and has held it in 7 quarters since. 327 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Physician Wealth Advisors held 141 shares of Parker-Hannifin worth $138K as of Q2 2026.
Physician Wealth Advisors bought 5 Parker-Hannifin shares in Q2 2026, an estimated $4.58K.
Parker-Hannifin made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #268 holding.
Physician Wealth Advisors first reported a position in Parker-Hannifin in Q4 2024 and has held it in 7 quarters since.
327 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.