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

SFMG 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	$628K	Buy	642 +156	+32%	+$143K	0.04%	167
2026 Q1	$435K	Sell	486 -65	-12%	-$61.5K	0.03%	202
2025 Q4	$484K	Buy	551 +141	+34%	+$115K	0.03%	189
2025 Q3	$311K	Buy	+410	New	+$303K	0.02%	228

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

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

SFMG Wealth Advisors increased its Parker-Hannifin (PH) stake by 32% in Q2 2026, buying an estimated $143K and bringing the position to 642 shares worth $628K. The position accounts for 0.04% of the portfolio, ranked #167.

SFMG Wealth Advisors first reported a position in PH in Q3 2025 and has held it in 4 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

SFMG Wealth Advisors held 642 shares of Parker-Hannifin worth $628K as of Q2 2026.
SFMG Wealth Advisors bought 156 Parker-Hannifin shares in Q2 2026, an estimated $143K.
Parker-Hannifin made up 0.04% of SFMG Wealth Advisors's portfolio in Q2 2026, its #167 holding.
SFMG Wealth Advisors first reported a position in Parker-Hannifin in Q3 2025 and has held it in 4 quarters since.
1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.