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

Shelton 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	$2.13M	Buy	2,183 +25	+1%	+$22.9K	0.84%	32
2026 Q1	$1.93M	Sell	2,158 -425	-16%	-$402K	0.85%	30
2025 Q4	$2.27M	Buy	2,583 +118	+5%	+$96.6K	0.97%	27
2025 Q3	$1.87M	Buy	2,465 +97	+4%	+$71.6K	0.85%	34
2025 Q2	$1.65M	Buy	2,368 +397	+20%	+$251K	0.8%	32
2025 Q1	$1.2M	Buy	1,971 +14	+0.7%	+$9.16K	0.65%	38
2024 Q4	$1.24M	Buy	1,957 +70	+4%	+$46.4K	0.64%	42
2024 Q3	$1.19M	Buy	1,887 +115	+6%	+$65.3K	0.65%	44
2024 Q2	$896K	Buy	1,772 +482	+37%	+$258K	0.51%	63
2024 Q1	$717K	Buy	1,290 +394	+44%	+$200K	0.45%	53
2023 Q4	$413K	Buy	+896	New	+$373K	0.29%	65

Other funds holding PH

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

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Shelton Wealth Management increased its Parker-Hannifin (PH) stake by 1.2% in Q2 2026, buying an estimated $22.9K and bringing the position to 2,183 shares worth $2.13M. The position accounts for 0.84% of the portfolio, ranked #32.

Shelton Wealth Management first reported a position in PH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.27M in Q4 2025. 318 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Shelton Wealth Management held 2,183 shares of Parker-Hannifin worth $2.13M as of Q2 2026.
Shelton Wealth Management bought 25 Parker-Hannifin shares in Q2 2026, an estimated $22.9K.
Parker-Hannifin made up 0.84% of Shelton Wealth Management's portfolio in Q2 2026, its #32 holding.
Shelton Wealth Management first reported a position in Parker-Hannifin in Q4 2023 and has held it in 11 quarters since.
Shelton Wealth Management's Parker-Hannifin position peaked at $2.27M in Q4 2025.
318 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

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