SageView Advisory Group’s Parker-Hannifin PH Stock Holding History

SageView Advisory Group’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	$768K	Sell	785 -12	-2%	-$11K	0.03%	283
2026 Q1	$714K	Sell	797 -23	-3%	-$21.8K	0.03%	281
2025 Q4	$721K	Sell	820 -1,195	-59%	-$978K	0.02%	301
2025 Q3	$1.53M	Sell	2,015 -267	-12%	-$197K	0.05%	199
2025 Q2	$1.69M	Hold	2,282	–	–	0.06%	162
2025 Q1	$1.39M	Sell	2,282 -41	-2%	-$26.8K	0.06%	184
2024 Q4	$1.48M	Buy	2,323 +254	+12%	+$168K	0.06%	164
2024 Q3	$1.31M	Sell	2,069 -34	-2%	-$19.3K	0.07%	158
2024 Q2	$1.06M	Buy	+2,103	New	+$1.13M	0.05%	210
2024 Q1	–	Sell	-1,989	Closed	-$950K	–	723
2023 Q4	$950K	Buy	1,989 +479	+32%	+$199K	0.04%	265
2023 Q3	$588K	Buy	1,510 +788	+109%	+$317K	0.03%	306
2023 Q2	$282K	Buy	722 +110	+18%	+$37.2K	0.02%	458
2023 Q1	$206K	Buy	+612	New	+$203K	0.01%	451

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

SageView Advisory Group's PH Position: Q2 2026 in Review

SageView Advisory Group reduced its Parker-Hannifin (PH) stake by 1.5% in Q2 2026, selling an estimated $11K and leaving 785 shares worth $768K. The position accounts for 0.03% of the portfolio, ranked #283.

SageView Advisory Group first reported a position in PH in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.69M in Q2 2025. 1,982 funds tracked by Wall St. Rank hold PH as of Q2 2026.

SageView Advisory Group held 785 shares of Parker-Hannifin worth $768K as of Q2 2026.
SageView Advisory Group sold 12 Parker-Hannifin shares in Q2 2026, an estimated $11K.
Parker-Hannifin made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #283 holding.
SageView Advisory Group first reported a position in Parker-Hannifin in Q1 2023 and has held it in 13 quarters since.
SageView Advisory Group's Parker-Hannifin position peaked at $1.69M in Q2 2025.
1,982 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.