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SlateStone Wealth’s Parker-Hannifin PH Stock Holding History

SlateStone 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 		$1.72M Sell
1,760
-1
-0.1% -$916 0.13% 119
2026
Q1 		$1.58M Sell
1,761
-224
-11% -$212K 0.13% 124
2025
Q4 		$1.74M Buy
1,985
+26
+1% +$21.3K 0.15% 121
2025
Q3 		$1.49M Buy
1,959
+400
+26% +$295K 0.13% 131
2025
Q2 		$1.09M Hold
1,559
– – 0.1% 146
2025
Q1 		$947K Sell
1,559
-199
-11% -$130K 0.1% 153
2024
Q4 		$1.12M Buy
1,758
+255
+17% +$169K 0.11% 141
2024
Q3 		$950K Sell
1,503
-408
-21% -$232K 0.09% 160
2024
Q2 		$967K Buy
1,911
+485
+34% +$260K 0.1% 150
2024
Q1 		$792K Sell
1,426
-9
-0.6% -$4.57K 0.08% 166
2023
Q4 		$661K Sell
1,435
-509
-26% -$212K 0.09% 146
2023
Q3 		$757K Buy
1,944
+1
+0.1% +$402 0.11% 125
2023
Q2 		$758K Buy
1,943
+800
+70% +$271K 0.14% 102
2023
Q1 		$384K Buy
+1,143
New +$379K 0.08% 159

Other funds holding PH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
EB
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

SlateStone Wealth's PH Position: Q2 2026 in Review

SlateStone Wealth reduced its Parker-Hannifin (PH) stake by 0.06% in Q2 2026, selling an estimated $916 and leaving 1,760 shares worth $1.72M. The position accounts for 0.13% of the portfolio, ranked #119.

SlateStone Wealth first reported a position in PH in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.74M in Q4 2025. 389 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • SlateStone Wealth held 1,760 shares of Parker-Hannifin worth $1.72M as of Q2 2026.
  • SlateStone Wealth sold 1 Parker-Hannifin share in Q2 2026, an estimated $916.
  • Parker-Hannifin made up 0.13% of SlateStone Wealth's portfolio in Q2 2026, its #119 holding.
  • SlateStone Wealth first reported a position in Parker-Hannifin in Q1 2023 and has held it in 14 quarters since.
  • SlateStone Wealth's Parker-Hannifin position peaked at $1.74M in Q4 2025.
  • 389 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

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