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Secured Retirement Advisors’s Parker-Hannifin PH Stock Holding History

Secured Retirement 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 		$1.29M Hold
1,317
– – 0.66% 61
2026
Q1 		$1.18M Sell
1,317
-32
-2% -$30.3K 0.67% 53
2025
Q4 		$1.19M Sell
1,349
-139
-9% -$114K 0.66% 59
2025
Q3 		$1.13M Sell
1,488
-461
-24% -$340K 0.63% 63
2025
Q2 		$1.36M Sell
1,949
-17
-0.9% -$10.7K 0.81% 44
2025
Q1 		$1.2M Sell
1,966
-66
-3% -$43.2K 0.77% 52
2024
Q4 		$1.29M Buy
+2,032
New +$1.35M 0.74% 55

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

Secured Retirement Advisors's PH Position: Q2 2026 in Review

Secured Retirement Advisors held its Parker-Hannifin (PH) position steady in Q2 2026 at 1,317 shares worth $1.29M. The position accounts for 0.66% of the portfolio, ranked #61.

Secured Retirement Advisors first reported a position in PH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q2 2025. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Secured Retirement Advisors held 1,317 shares of Parker-Hannifin worth $1.29M as of Q2 2026.
  • Secured Retirement Advisors left its Parker-Hannifin share count unchanged in Q2 2026.
  • Parker-Hannifin made up 0.66% of Secured Retirement Advisors's portfolio in Q2 2026, its #61 holding.
  • Secured Retirement Advisors first reported a position in Parker-Hannifin in Q4 2024 and has held it in 7 quarters since.
  • Secured Retirement Advisors's Parker-Hannifin position peaked at $1.36M in Q2 2025.
  • 396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.