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Sage Investment Advisers’s Parker-Hannifin PH Stock Holding History

Sage Investment Advisers’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 		$1.28M Buy
1,306
+121
+10% +$111K 0.86% 32
2026
Q1 		$1.09M Buy
+1,185
New +$1.12M 0.81% 36

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

Sage Investment Advisers's PH Position: Q2 2026 in Review

Sage Investment Advisers increased its Parker-Hannifin (PH) stake by 10% in Q2 2026, buying an estimated $111K and bringing the position to 1,306 shares worth $1.28M. The position accounts for 0.86% of the portfolio, ranked #32.

Sage Investment Advisers first reported a position in PH in Q1 2026 and has held it in 2 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Sage Investment Advisers held 1,306 shares of Parker-Hannifin worth $1.28M as of Q2 2026.
  • Sage Investment Advisers bought 121 Parker-Hannifin shares in Q2 2026, an estimated $111K.
  • Parker-Hannifin made up 0.86% of Sage Investment Advisers's portfolio in Q2 2026, its #32 holding.
  • Sage Investment Advisers first reported a position in Parker-Hannifin in Q1 2026 and has held it in 2 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.