Principle Wealth Partners’s Parker-Hannifin PH Stock Holding History

Principle Wealth Partners’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	$2.98M	Buy	3,047 +30	+1%	+$27.5K	0.15%	117
2026 Q1	$2.7M	Hold	3,017	–	–	0.15%	111
2025 Q4	$2.65M	Sell	3,017 -120	-4%	-$98.2K	0.15%	115
2025 Q3	$2.38M	Sell	3,137 -25	-0.8%	-$18.4K	0.14%	113
2025 Q2	$2.21M	Buy	3,162 +278	+10%	+$176K	0.14%	114
2025 Q1	$1.75M	Hold	2,884	–	–	0.13%	125
2024 Q4	$1.83M	Hold	2,884	–	–	0.13%	125
2024 Q3	$1.82M	Hold	2,884	–	–	0.13%	127
2024 Q2	$1.46M	Hold	2,884	–	–	0.11%	134
2024 Q1	$1.6M	Hold	2,884	–	–	0.13%	133
2023 Q4	$1.33M	Buy	2,884 +95	+3%	+$39.5K	0.11%	136
2023 Q3	$1.09M	Hold	2,789	–	–	0.11%	139
2023 Q2	$1.09M	Hold	2,789	–	–	0.11%	135
2023 Q1	$937K	Hold	2,789	–	–	0.1%	141
2022 Q4	$812K	Hold	2,789	–	–	0.09%	149
2022 Q3	$676	Buy	2,789 +39	+1%	+$10.6K	0.06%	156
2022 Q2	$677K	Hold	2,750	–	–	0.08%	166
2022 Q1	$780K	Hold	2,750	–	–	0.08%	160
2021 Q4	$875K	Hold	2,750	–	–	0.09%	149
2021 Q3	$769K	Hold	2,750	–	–	0.09%	153
2021 Q2	$845K	Hold	2,750	–	–	0.1%	146
2021 Q1	$867K	Hold	2,750	–	–	0.1%	136
2020 Q4	$749K	Buy	+2,750	New	+$681K	0.1%	141

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

Principle Wealth Partners's PH Position: Q2 2026 in Review

Principle Wealth Partners increased its Parker-Hannifin (PH) stake by 0.99% in Q2 2026, buying an estimated $27.5K and bringing the position to 3,047 shares worth $2.98M. The position accounts for 0.15% of the portfolio, ranked #117.

Principle Wealth Partners first reported a position in PH in Q4 2020 and has held it in 23 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Principle Wealth Partners held 3,047 shares of Parker-Hannifin worth $2.98M as of Q2 2026.
Principle Wealth Partners bought 30 Parker-Hannifin shares in Q2 2026, an estimated $27.5K.
Parker-Hannifin made up 0.15% of Principle Wealth Partners's portfolio in Q2 2026, its #117 holding.
Principle Wealth Partners first reported a position in Parker-Hannifin in Q4 2020 and has held it in 23 quarters since.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.