PWG
PH icon

Portside Wealth Group’s Parker-Hannifin PH Stock Holding History

Portside Wealth Group’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 		$644K Buy
658
+2
+0.3% +$1.83K 0.08% 256
2026
Q1 		$587K Sell
656
-31
-5% -$29.3K 0.08% 229
2025
Q4 		$604K Sell
687
-22
-3% -$18K 0.08% 222
2025
Q3 		$538K Hold
709
– – 0.07% 240
2025
Q2 		$495K Buy
709
+30
+4% +$19K 0.07% 247
2025
Q1 		$413K Buy
679
+65
+11% +$42.5K 0.07% 260
2024
Q4 		$391K Buy
614
+15
+3% +$9.93K 0.06% 268
2024
Q3 		$378K Buy
599
+23
+4% +$13.1K 0.06% 263
2024
Q2 		$291K Sell
576
-13
-2% -$6.97K 0.06% 283
2024
Q1 		$327K Sell
589
-32
-5% -$16.3K 0.06% 261
2023
Q4 		$286K Sell
621
-9
-1% -$3.75K 0.05% 275
2023
Q3 		$243K Sell
630
-49
-7% -$19.7K 0.05% 286
2023
Q2 		$265K Buy
+679
New +$230K 0.05% 279

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

Portside Wealth Group's PH Position: Q2 2026 in Review

Portside Wealth Group increased its Parker-Hannifin (PH) stake by 0.3% in Q2 2026, buying an estimated $1.83K and bringing the position to 658 shares worth $644K. The position accounts for 0.08% of the portfolio, ranked #256.

Portside Wealth Group first reported a position in PH in Q2 2023 and has held it in 13 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Portside Wealth Group held 658 shares of Parker-Hannifin worth $644K as of Q2 2026.
  • Portside Wealth Group bought 2 Parker-Hannifin shares in Q2 2026, an estimated $1.83K.
  • Parker-Hannifin made up 0.08% of Portside Wealth Group's portfolio in Q2 2026, its #256 holding.
  • Portside Wealth Group first reported a position in Parker-Hannifin in Q2 2023 and has held it in 13 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.