PWA
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Principia Wealth Advisory’s Parker-Hannifin PH Stock Holding History

Principia Wealth Advisory’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 		$75.3K Sell
77
-33
-30% -$30.2K 0.04% 119
2026
Q1 		$98.5K Buy
110
+99
+900% +$93.7K 0.06% 110
2025
Q4 		$9.67K Buy
11
+1
+10% +$818 0.01% 200
2025
Q3 		$7.58K Hold
10
– – 0.01% 228
2025
Q2 		$6.99K Buy
10
+2
+25% +$1.26K 0.01% 201
2025
Q1 		$4.77K Buy
8
+5
+167% +$3.27K ﹤0.01% 182
2024
Q4 		$1.91K Buy
+3
New +$1.99K ﹤0.01% 253

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

Principia Wealth Advisory's PH Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Parker-Hannifin (PH) stake by 30% in Q2 2026, selling an estimated $30.2K and leaving 77 shares worth $75.3K. The position accounts for 0.04% of the portfolio, ranked #119.

Principia Wealth Advisory first reported a position in PH in Q4 2024 and has held it in 7 quarters since. The position peaked at $98.5K in Q1 2026. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Principia Wealth Advisory held 77 shares of Parker-Hannifin worth $75.3K as of Q2 2026.
  • Principia Wealth Advisory sold 33 Parker-Hannifin shares in Q2 2026, an estimated $30.2K.
  • Parker-Hannifin made up 0.04% of Principia Wealth Advisory's portfolio in Q2 2026, its #119 holding.
  • Principia Wealth Advisory first reported a position in Parker-Hannifin in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Parker-Hannifin position peaked at $98.5K in Q1 2026.
  • 1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.