SWP
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Sagespring Wealth Partners’s Parker-Hannifin PH Stock Holding History

Sagespring Wealth 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 		$2.4M Sell
2,453
-132
-5% -$121K 0.04% 194
2026
Q1 		$2.31M Buy
2,585
+214
+9% +$203K 0.04% 180
2025
Q4 		$2.08M Buy
2,371
+266
+13% +$218K 0.04% 183
2025
Q3 		$1.6M Buy
2,105
+80
+4% +$59K 0.03% 216
2025
Q2 		$1.41M Buy
2,025
+200
+11% +$126K 0.03% 218
2025
Q1 		$1.11M Buy
1,825
+346
+23% +$226K 0.03% 233
2024
Q4 		$941K Buy
+1,479
New +$979K 0.02% 229

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

Sagespring Wealth Partners's PH Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Parker-Hannifin (PH) stake by 5.1% in Q2 2026, selling an estimated $121K and leaving 2,453 shares worth $2.4M. The position accounts for 0.04% of the portfolio, ranked #194.

Sagespring Wealth Partners first reported a position in PH in Q4 2024 and has held it in 7 quarters since. 1,982 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Sagespring Wealth Partners held 2,453 shares of Parker-Hannifin worth $2.4M as of Q2 2026.
  • Sagespring Wealth Partners sold 132 Parker-Hannifin shares in Q2 2026, an estimated $121K.
  • Parker-Hannifin made up 0.04% of Sagespring Wealth Partners's portfolio in Q2 2026, its #194 holding.
  • Sagespring Wealth Partners first reported a position in Parker-Hannifin in Q4 2024 and has held it in 7 quarters since.
  • 1,982 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.