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Smallwood Wealth Investment Management’s Parker-Hannifin PH Stock Holding History

Smallwood Wealth Investment 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 		$3.91K Sell
4
-4
-50% -$3.66K ﹤0.01% 375
2026
Q1 		$7.16K Hold
8
– – ﹤0.01% 347
2025
Q4 		$7.03K Buy
8
+4
+100% +$3.27K ﹤0.01% 334
2025
Q3 		$3.03K Buy
4
+3
+300% +$2.21K ﹤0.01% 375
2025
Q2 		$698 Buy
+1
New +$632 ﹤0.01% 482

Other funds holding PH

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Smallwood Wealth Investment Management's PH Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Parker-Hannifin (PH) stake by 50% in Q2 2026, selling an estimated $3.66K and leaving 4 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Smallwood Wealth Investment Management first reported a position in PH in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.16K in Q1 2026. 861 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Smallwood Wealth Investment Management held 4 shares of Parker-Hannifin worth $3.91K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 4 Parker-Hannifin shares in Q2 2026, an estimated $3.66K.
  • Parker-Hannifin made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #375 holding.
  • Smallwood Wealth Investment Management first reported a position in Parker-Hannifin in Q2 2025 and has held it in 5 quarters since.
  • Smallwood Wealth Investment Management's Parker-Hannifin position peaked at $7.16K in Q1 2026.
  • 861 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.