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Sax Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Sax Wealth Advisors’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 		$1.76M Buy
1,970
+202
+11% +$185K 0.07% 163
2026
Q1 		$1.55M Hold
1,768
– – 0.08% 141
2025
Q4 		$1.55M Sell
1,768
-31
-2% -$25.4K 0.07% 143
2025
Q3 		$1.36M Buy
1,799
+102
+6% +$75.3K 0.07% 146
2025
Q2 		$1.19M Buy
1,697
+43
+3% +$27.2K 0.07% 154
2025
Q1 		$1.01M Buy
1,654
+171
+12% +$112K 0.07% 141
2024
Q4 		$943K Buy
1,483
+452
+44% +$299K 0.07% 128
2024
Q3 		$651K Buy
+1,031
New +$586K 0.06% 132

Other funds holding PH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Sax Wealth Advisors's PH Position: Q2 2026 in Review

Sax Wealth Advisors increased its Parker-Hannifin (PH) stake by 11% in Q2 2026, buying an estimated $185K and bringing the position to 1,970 shares worth $1.76M. The position accounts for 0.07% of the portfolio, ranked #163.

Sax Wealth Advisors first reported a position in PH in Q3 2024 and has held it in 8 quarters since. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Sax Wealth Advisors held 1,970 shares of Parker-Hannifin worth $1.76M as of Q2 2026.
  • Sax Wealth Advisors bought 202 Parker-Hannifin shares in Q2 2026, an estimated $185K.
  • Parker-Hannifin made up 0.07% of Sax Wealth Advisors's portfolio in Q2 2026, its #163 holding.
  • Sax Wealth Advisors first reported a position in Parker-Hannifin in Q3 2024 and has held it in 8 quarters since.
  • 396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.