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

SFG 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	$2.45M	Hold	2,500	–	–	0.88%	20
2026 Q1	$2.24M	Sell	2,500 -250	-9%	-$237K	0.92%	21
2025 Q4	$2.42M	Hold	2,750	–	–	0.95%	19
2025 Q3	$2.08M	Hold	2,750	–	–	0.9%	23
2025 Q2	$1.92M	Hold	2,750	–	–	1.16%	21
2025 Q1	$1.67M	Hold	2,750	–	–	0.82%	25
2024 Q4	$1.75M	Hold	2,750	–	–	0.92%	20
2024 Q3	$1.74M	Sell	2,750 -122	-4%	-$69.3K	0.92%	20
2024 Q2	$1.45M	Hold	2,872	–	–	0.83%	22
2024 Q1	$1.6M	Sell	2,872 -50	-2%	-$25.4K	0.95%	20
2023 Q4	$1.35M	Sell	2,922 -122	-4%	-$50.8K	0.9%	22
2023 Q3	$1.19M	Hold	3,044	–	–	0.94%	19
2023 Q2	$1.19M	Hold	3,044	–	–	1%	20
2023 Q1	$1.02M	Buy	+3,044	New	+$1.01M	1.13%	18

Other funds holding PH

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

SFG Wealth Management held its Parker-Hannifin (PH) position steady in Q2 2026 at 2,500 shares worth $2.45M. The position accounts for 0.88% of the portfolio, ranked #20.

SFG Wealth Management first reported a position in PH in Q1 2023 and has held it in 14 quarters since. 861 funds tracked by Wall St. Rank hold PH as of Q2 2026.

SFG Wealth Management held 2,500 shares of Parker-Hannifin worth $2.45M as of Q2 2026.
SFG Wealth Management left its Parker-Hannifin share count unchanged in Q2 2026.
Parker-Hannifin made up 0.88% of SFG Wealth Management's portfolio in Q2 2026, its #20 holding.
SFG Wealth Management first reported a position in Parker-Hannifin in Q1 2023 and has held it in 14 quarters since.
861 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.