PFS
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Prospera Financial Services’s Parker-Hannifin PH Stock Holding History

Prospera Financial Services’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 		$2.47M Sell
2,525
-235
-9% -$215K 0.04% 458
2026
Q1 		$2.48M Buy
2,760
+3
+0.1% +$2.84K 0.04% 442
2025
Q4 		$2.43M Buy
2,757
+362
+15% +$296K 0.04% 431
2025
Q3 		$1.82M Sell
2,395
-1,966
-45% -$1.45M 0.03% 497
2025
Q2 		$3.05M Buy
4,361
+1,985
+84% +$1.25M 0.06% 342
2025
Q1 		$1.45M Buy
2,376
+910
+62% +$595K 0.03% 466
2024
Q4 		$934K Buy
1,466
+119
+9% +$78.8K 0.02% 563
2024
Q3 		$853K Buy
1,347
+364
+37% +$207K 0.02% 543
2024
Q2 		$498K Buy
983
+306
+45% +$164K 0.01% 714
2024
Q1 		$378K Buy
677
+35
+5% +$17.8K 0.01% 809
2023
Q4 		$296K Sell
642
-119
-16% -$49.5K 0.01% 857
2023
Q3 		$299K Buy
761
+18
+2% +$7.24K 0.01% 807
2023
Q2 		$292K Buy
743
+39
+6% +$13.2K 0.01% 808
2023
Q1 		$238K Buy
704
+11
+2% +$3.64K 0.01% 853
2022
Q4 		$202K Buy
+693
New +$198K 0.01% 842
2022
Q3 		– Sell
-633
Closed -$156K – 1378
2022
Q2 		$156K Sell
633
-150
-19% -$40.1K 0.01% 790
2022
Q1 		$223K Buy
+783
New +$236K 0.01% 849
2020
Q4 		– Sell
-10
Closed -$2K – 1308
2020
Q3 		$2K Buy
+10
New +$1.97K ﹤0.01% 1482

Other funds holding PH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Prospera Financial Services's PH Position: Q2 2026 in Review

Prospera Financial Services reduced its Parker-Hannifin (PH) stake by 8.5% in Q2 2026, selling an estimated $215K and leaving 2,525 shares worth $2.47M. The position accounts for 0.04% of the portfolio, ranked #458.

Prospera Financial Services first reported a position in PH in Q3 2020 and has held it in 18 quarters since. The position peaked at $3.05M in Q2 2025. 341 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Prospera Financial Services held 2,525 shares of Parker-Hannifin worth $2.47M as of Q2 2026.
  • Prospera Financial Services sold 235 Parker-Hannifin shares in Q2 2026, an estimated $215K.
  • Parker-Hannifin made up 0.04% of Prospera Financial Services's portfolio in Q2 2026, its #458 holding.
  • Prospera Financial Services first reported a position in Parker-Hannifin in Q3 2020 and has held it in 18 quarters since.
  • Prospera Financial Services's Parker-Hannifin position peaked at $3.05M in Q2 2025.
  • 341 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.