Private Wealth Management Group’s Parker-Hannifin PH Stock Holding History

Private Wealth Management 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	$70.4K	Hold	72	–	–	0.02%	196
2026 Q1	$64.5K	Hold	72	–	–	0.02%	162
2025 Q4	$63.3K	Hold	72	–	–	0.02%	166
2025 Q3	$54.6K	Hold	72	–	–	0.02%	183
2025 Q2	$50.3K	Hold	72	–	–	0.02%	172
2025 Q1	$43.8K	Hold	72	–	–	0.02%	184
2024 Q4	$45.8K	Hold	72	–	–	0.02%	174
2024 Q3	$45.5K	Buy	72 +1	+1%	+$568	0.02%	172
2024 Q2	$35.9K	Hold	71	–	–	0.02%	189
2024 Q1	$39.5K	Hold	71	–	–	0.02%	185
2023 Q4	$32.7K	Buy	+71	New	+$29.6K	0.02%	207

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

Private Wealth Management Group's PH Position: Q2 2026 in Review

Private Wealth Management Group held its Parker-Hannifin (PH) position steady in Q2 2026 at 72 shares worth $70.4K. The position accounts for 0.02% of the portfolio, ranked #196.

Private Wealth Management Group first reported a position in PH in Q4 2023 and has held it in 11 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Private Wealth Management Group held 72 shares of Parker-Hannifin worth $70.4K as of Q2 2026.
Private Wealth Management Group left its Parker-Hannifin share count unchanged in Q2 2026.
Parker-Hannifin made up 0.02% of Private Wealth Management Group's portfolio in Q2 2026, its #196 holding.
Private Wealth Management Group first reported a position in Parker-Hannifin in Q4 2023 and has held it in 11 quarters since.
1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.