Root Financial Partners’s Parker-Hannifin PH Stock Holding History

Root Financial 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	$283K	Buy	289 +131	+83%	+$120K	0.01%	307
2026 Q1	$141K	Sell	158 -60	-28%	-$56.8K	0.01%	435
2025 Q4	$191K	Buy	218 +15	+7%	+$12.3K	0.01%	308
2025 Q3	$154K	Buy	+203	New	+$150K	0.01%	331

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

Root Financial Partners's PH Position: Q2 2026 in Review

Root Financial Partners increased its Parker-Hannifin (PH) stake by 83% in Q2 2026, buying an estimated $120K and bringing the position to 289 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #307.

Root Financial Partners first reported a position in PH in Q3 2025 and has held it in 4 quarters since. 1,979 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Root Financial Partners held 289 shares of Parker-Hannifin worth $283K as of Q2 2026.
Root Financial Partners bought 131 Parker-Hannifin shares in Q2 2026, an estimated $120K.
Parker-Hannifin made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #307 holding.
Root Financial Partners first reported a position in Parker-Hannifin in Q3 2025 and has held it in 4 quarters since.
1,979 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.