Pines Wealth Management’s Parker-Hannifin PH Stock Holding History

Pines 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	$494K	Sell	505 -22	-4%	-$20.2K	0.14%	139
2026 Q1	$472K	Sell	527 -52	-9%	-$49.2K	0.15%	135
2025 Q4	$509K	Sell	579 -20	-3%	-$16.4K	0.16%	131
2025 Q3	$454K	Sell	599 -9	-1%	-$6.64K	0.15%	134
2025 Q2	$437K	Buy	608 +12	+2%	+$7.58K	0.15%	136
2025 Q1	$313K	Buy	596 +2	+0.3%	+$1.31K	0.14%	152
2024 Q4	$374K	Buy	+594	New	+$393K	0.16%	139

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

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

Pines Wealth Management reduced its Parker-Hannifin (PH) stake by 4.2% in Q2 2026, selling an estimated $20.2K and leaving 505 shares worth $494K. The position accounts for 0.14% of the portfolio, ranked #139.

Pines Wealth Management first reported a position in PH in Q4 2024 and has held it in 7 quarters since. The position peaked at $509K in Q4 2025. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Pines Wealth Management held 505 shares of Parker-Hannifin worth $494K as of Q2 2026.
Pines Wealth Management sold 22 Parker-Hannifin shares in Q2 2026, an estimated $20.2K.
Parker-Hannifin made up 0.14% of Pines Wealth Management's portfolio in Q2 2026, its #139 holding.
Pines Wealth Management first reported a position in Parker-Hannifin in Q4 2024 and has held it in 7 quarters since.
Pines Wealth Management's Parker-Hannifin position peaked at $509K in Q4 2025.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.