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Retirement Wealth Solutions’s Parker-Hannifin PH Stock Holding History

Retirement Wealth Solutions’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 		$69.4K Hold
71
– – 0.04% 92
2026
Q1 		$63.6K Sell
71
-3
-4% -$2.84K 0.04% 87
2025
Q4 		$65K Hold
74
– – 0.04% 84
2025
Q3 		$56.1K Hold
74
– – 0.04% 90
2025
Q2 		$51.7K Hold
74
– – 0.04% 89
2025
Q1 		$45K Hold
74
– – 0.04% 83
2024
Q4 		$46.6K Buy
+74
New +$49K 0.04% 88

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
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Retirement Wealth Solutions's PH Position: Q2 2026 in Review

Retirement Wealth Solutions held its Parker-Hannifin (PH) position steady in Q2 2026 at 71 shares worth $69.4K. The position accounts for 0.04% of the portfolio, ranked #92.

Retirement Wealth Solutions first reported a position in PH in Q4 2024 and has held it in 7 quarters since. 298 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Retirement Wealth Solutions held 71 shares of Parker-Hannifin worth $69.4K as of Q2 2026.
  • Retirement Wealth Solutions left its Parker-Hannifin share count unchanged in Q2 2026.
  • Parker-Hannifin made up 0.04% of Retirement Wealth Solutions's portfolio in Q2 2026, its #92 holding.
  • Retirement Wealth Solutions first reported a position in Parker-Hannifin in Q4 2024 and has held it in 7 quarters since.
  • 298 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.