Schrum Private Wealth Management’s Parker-Hannifin PH Stock Holding History

Schrum Private Wealth Management’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	–	Sell	-273	Closed	-$245K	–	126
2026 Q1	$245K	Sell	273 -33	-11%	-$31.2K	0.19%	113
2025 Q4	$269K	Buy	306 +1	+0.3%	+$818	0.2%	108
2025 Q3	$231K	Hold	305	–	–	0.17%	121
2025 Q2	$213K	Buy	+305	New	+$193K	0.17%	122
2024 Q4	–	Sell	-606	Closed	-$382K	–	159
2024 Q3	$382K	Buy	+606	New	+$344K	0.2%	113

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

Schrum Private Wealth Management's PH Position: Q2 2026 in Review

Schrum Private Wealth Management sold out of Parker-Hannifin (PH) in Q2 2026, closing a stake of 273 shares — an estimated $245K sold.

Schrum Private Wealth Management first reported a position in PH in Q3 2024 and held it in 5 quarters. The position peaked at $382K in Q3 2024. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Schrum Private Wealth Management reported no remaining Parker-Hannifin position as of Q2 2026 after selling out during the quarter.
Schrum Private Wealth Management sold 273 Parker-Hannifin shares in Q2 2026, an estimated $245K.
Schrum Private Wealth Management first reported a position in Parker-Hannifin in Q3 2024 and held it in 5 quarters.
Schrum Private Wealth Management's Parker-Hannifin position peaked at $382K in Q3 2024.
1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.