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

Portus 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	–	Sell	-7	Closed	-$6.27K	–	393
2026 Q1	$6.27K	Buy	+7	New	+$6.63K	0.01%	157

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

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

Portus Wealth Advisors sold out of Parker-Hannifin (PH) in Q2 2026, closing a stake of 7 shares — an estimated $6.27K sold.

Portus Wealth Advisors first reported a position in PH in Q1 2026 and held it in 1 quarter. The position peaked at $6.27K in Q1 2026. 1,971 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Portus Wealth Advisors reported no remaining Parker-Hannifin position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 7 Parker-Hannifin shares in Q2 2026, an estimated $6.27K.
Portus Wealth Advisors first reported a position in Parker-Hannifin in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Parker-Hannifin position peaked at $6.27K in Q1 2026.
1,971 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.