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

Shakespeare 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	$1.07M	Hold	1,096	–	–	0.28%	31
2026 Q1	$981K	Hold	1,096	–	–	0.23%	42
2025 Q4	$963K	Hold	1,096	–	–	0.21%	44
2025 Q3	$831K	Sell	1,096 -40	-4%	-$29.5K	0.19%	50
2025 Q2	$793K	Hold	1,136	–	–	0.21%	48
2025 Q1	$691K	Sell	1,136 -32	-3%	-$20.9K	0.18%	50
2024 Q4	$743K	Sell	1,168 -102	-8%	-$67.5K	0.2%	47
2024 Q3	$802K	Hold	1,270	–	–	0.21%	45
2024 Q2	$642K	Sell	1,270 -182	-13%	-$97.6K	0.19%	48
2024 Q1	$807K	Sell	1,452 -71	-5%	-$36.1K	0.23%	41
2023 Q4	$702K	Hold	1,523	–	–	0.22%	42
2023 Q3	$593K	Hold	1,523	–	–	0.21%	46
2023 Q2	$594K	Hold	1,523	–	–	0.2%	43
2023 Q1	$512K	Hold	1,523	–	–	0.18%	45
2022 Q4	$443K	Hold	1,523	–	–	0.16%	52
2022 Q3	$369K	Buy	1,523 +107	+8%	+$29K	0.16%	54
2022 Q2	$350K	Hold	1,416	–	–	0.14%	53
2022 Q1	$402K	Hold	1,416	–	–	0.14%	52
2021 Q4	$450K	Hold	1,416	–	–	0.16%	48
2021 Q3	$413K	Hold	1,416	–	–	0.16%	54
2021 Q2	$423K	Hold	1,416	–	–	0.16%	51
2021 Q1	$447K	Hold	1,416	–	–	0.18%	48
2020 Q4	$386K	Hold	1,416	–	–	0.17%	49
2020 Q3	$287K	Hold	1,416	–	–	0.15%	51
2020 Q2	$260K	Buy	+1,416	New	+$228K	0.15%	52
2020 Q1	–	Sell	-1,416	Closed	-$291K	–	63
2019 Q4	$291K	Hold	1,416	–	–	0.16%	62
2019 Q3	$256K	Hold	1,416	–	–	0.15%	63
2019 Q2	$241K	Buy	+1,416	New	+$244K	0.16%	63

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Shakespeare Wealth Management held its Parker-Hannifin (PH) position steady in Q2 2026 at 1,096 shares worth $1.07M. The position accounts for 0.28% of the portfolio, ranked #31.

Shakespeare Wealth Management first reported a position in PH in Q2 2019 and has held it in 28 quarters since. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Shakespeare Wealth Management held 1,096 shares of Parker-Hannifin worth $1.07M as of Q2 2026.
Shakespeare Wealth Management left its Parker-Hannifin share count unchanged in Q2 2026.
Parker-Hannifin made up 0.28% of Shakespeare Wealth Management's portfolio in Q2 2026, its #31 holding.
Shakespeare Wealth Management first reported a position in Parker-Hannifin in Q2 2019 and has held it in 28 quarters since.
1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.