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Simplicity Wealth’s Parker-Hannifin PH Stock Holding History

Simplicity Wealth’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 		$938K Buy
959
+365
+61% +$334K 0.03% 440
2026
Q1 		$532K Buy
594
+106
+22% +$100K 0.03% 442
2025
Q4 		$429K Buy
488
+97
+25% +$79.4K 0.03% 471
2025
Q3 		$297K Buy
+391
New +$289K 0.02% 569
2024
Q3 		– Sell
-2,579
Closed -$1.3M – 1011
2024
Q2 		$1.3M Sell
2,579
-532
-17% -$285K 0.03% 448
2024
Q1 		$1.73M Buy
+3,111
New +$1.58M 0.04% 380

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Simplicity Wealth's PH Position: Q2 2026 in Review

Simplicity Wealth increased its Parker-Hannifin (PH) stake by 61% in Q2 2026, buying an estimated $334K and bringing the position to 959 shares worth $938K. The position accounts for 0.03% of the portfolio, ranked #440.

Simplicity Wealth first reported a position in PH in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.73M in Q1 2024. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Simplicity Wealth held 959 shares of Parker-Hannifin worth $938K as of Q2 2026.
  • Simplicity Wealth bought 365 Parker-Hannifin shares in Q2 2026, an estimated $334K.
  • Parker-Hannifin made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #440 holding.
  • Simplicity Wealth first reported a position in Parker-Hannifin in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Parker-Hannifin position peaked at $1.73M in Q1 2024.
  • 1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.