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Ridgeline Wealth Planning’s Parker-Hannifin PH Stock Holding History

Ridgeline Wealth Planning’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 		$427K Hold
437
– – 0.27% 33
2026
Q1 		$391K Sell
437
-209
-32% -$198K 0.29% 38
2025
Q4 		$568K Buy
646
+2
+0.3% +$1.64K 0.41% 29
2025
Q3 		$488K Buy
+644
New +$475K 0.37% 27

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

Ridgeline Wealth Planning's PH Position: Q2 2026 in Review

Ridgeline Wealth Planning held its Parker-Hannifin (PH) position steady in Q2 2026 at 437 shares worth $427K. The position accounts for 0.27% of the portfolio, ranked #33.

Ridgeline Wealth Planning first reported a position in PH in Q3 2025 and has held it in 4 quarters since. The position peaked at $568K in Q4 2025. 1,982 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Ridgeline Wealth Planning held 437 shares of Parker-Hannifin worth $427K as of Q2 2026.
  • Ridgeline Wealth Planning left its Parker-Hannifin share count unchanged in Q2 2026.
  • Parker-Hannifin made up 0.27% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #33 holding.
  • Ridgeline Wealth Planning first reported a position in Parker-Hannifin in Q3 2025 and has held it in 4 quarters since.
  • Ridgeline Wealth Planning's Parker-Hannifin position peaked at $568K in Q4 2025.
  • 1,982 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.