SIMA Wealth Partners’s Parker-Hannifin PH Stock Holding History

SIMA Wealth Partners’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	$124K	Hold	127	–	–	0.09%	59
2026 Q1	$114K	Hold	127	–	–	0.09%	62
2025 Q4	$112K	Hold	127	–	–	0.08%	60
2025 Q3	$96.3K	Hold	127	–	–	0.07%	65
2025 Q2	$88.7K	Hold	127	–	–	0.07%	64
2025 Q1	$77.2K	Hold	127	–	–	0.06%	74
2024 Q4	$80.8K	Hold	127	–	–	0.07%	72
2024 Q3	$80.2K	Hold	127	–	–	0.07%	69
2024 Q2	$64.2K	Buy	+127	New	+$68.1K	0.06%	77

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

SIMA Wealth Partners's PH Position: Q2 2026 in Review

SIMA Wealth Partners held its Parker-Hannifin (PH) position steady in Q2 2026 at 127 shares worth $124K. The position accounts for 0.09% of the portfolio, ranked #59.

SIMA Wealth Partners first reported a position in PH in Q2 2024 and has held it in 9 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

SIMA Wealth Partners held 127 shares of Parker-Hannifin worth $124K as of Q2 2026.
SIMA Wealth Partners left its Parker-Hannifin share count unchanged in Q2 2026.
Parker-Hannifin made up 0.09% of SIMA Wealth Partners's portfolio in Q2 2026, its #59 holding.
SIMA Wealth Partners first reported a position in Parker-Hannifin in Q2 2024 and has held it in 9 quarters since.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.