Planning Alternatives’s Parker-Hannifin PH Stock Holding History

Planning Alternatives’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	–	Sell	-225	Closed	-$201K	–	137
2026 Q1	$201K	Buy	+225	New	+$213K	0.03%	110

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

Planning Alternatives's PH Position: Q2 2026 in Review

Planning Alternatives sold out of Parker-Hannifin (PH) in Q2 2026, closing a stake of 225 shares — an estimated $201K sold.

Planning Alternatives first reported a position in PH in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 1,971 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Planning Alternatives reported no remaining Parker-Hannifin position as of Q2 2026 after selling out during the quarter.
Planning Alternatives sold 225 Parker-Hannifin shares in Q2 2026, an estimated $201K.
Planning Alternatives first reported a position in Parker-Hannifin in Q1 2026 and held it in 1 quarter.
Planning Alternatives's Parker-Hannifin position peaked at $201K in Q1 2026.
1,971 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.