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Segment Wealth Management’s Parker-Hannifin PH Stock Holding History

Segment 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 		$27.1M Sell
27,693
-24
-0.1% -$22K 1.41% 16
2026
Q1 		$24.8M Sell
27,717
-290
-1% -$274K 1.46% 16
2025
Q4 		$24.6M Sell
28,007
-191
-0.7% -$156K 1.43% 17
2025
Q3 		$21.4M Buy
28,198
+122
+0.4% +$90K 1.28% 22
2025
Q2 		$19.6M Sell
28,076
-269
-0.9% -$170K 1.24% 23
2025
Q1 		$17.2M Buy
28,345
+43
+0.2% +$28.1K 1.17% 24
2024
Q4 		$18M Buy
28,302
+51
+0.2% +$33.8K 1.23% 22
2024
Q3 		$17.8M Sell
28,251
-41
-0.1% -$23.3K 1.23% 22
2024
Q2 		$14.3M Buy
28,292
+472
+2% +$253K 1.06% 30
2024
Q1 		$15.5M Buy
27,820
+1,060
+4% +$539K 1.17% 25
2023
Q4 		$12.3M Buy
26,760
+914
+4% +$380K 1.09% 32
2023
Q3 		$10.1M Buy
+25,846
New +$10.4M 1.02% 36

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

Segment Wealth Management's PH Position: Q2 2026 in Review

Segment Wealth Management reduced its Parker-Hannifin (PH) stake by 0.09% in Q2 2026, selling an estimated $22K and leaving 27,693 shares worth $27.1M. The position accounts for 1.41% of the portfolio, ranked #16.

Segment Wealth Management first reported a position in PH in Q3 2023 and has held it in 12 quarters since. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Segment Wealth Management held 27,693 shares of Parker-Hannifin worth $27.1M as of Q2 2026.
  • Segment Wealth Management sold 24 Parker-Hannifin shares in Q2 2026, an estimated $22K.
  • Parker-Hannifin made up 1.41% of Segment Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Segment Wealth Management first reported a position in Parker-Hannifin in Q3 2023 and has held it in 12 quarters since.
  • 396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.