SOA Wealth Advisors’s Parker-Hannifin PH Stock Holding History

SOA Wealth Advisors’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	$186K	Sell	6,940 -8,975	-56%	-$8.22M	0.03%	213
2026 Q1	$180K	Hold	15,915	–	–	0.03%	210
2025 Q4	$176K	Hold	15,915	–	–	0.03%	217
2025 Q3	$154K	Hold	15,915	–	–	0.03%	235
2025 Q2	$143K	Sell	15,915 -3,085	-16%	-$1.95M	0.03%	238
2025 Q1	$130K	Buy	19,000 +18,818	+10,340%	+$12.3M	0.03%	232
2024 Q4	$116K	Hold	182	–	–	0.02%	239
2024 Q3	$115K	Hold	182	–	–	0.02%	240
2024 Q2	$91.9K	Sell	182 -17	-9%	-$9.12K	0.02%	254
2024 Q1	$110K	Buy	199 +1	+0.5%	+$508	0.02%	235
2023 Q4	$91.4K	Hold	198	–	–	0.02%	244
2023 Q3	$77.2K	Hold	198	–	–	0.02%	249
2023 Q2	$77.2K	Hold	198	–	–	0.02%	253
2023 Q1	$66.4K	Buy	198 +1	+0.5%	+$331	0.02%	257
2022 Q4	$57.4K	Buy	197 +1	+0.5%	+$286	0.02%	266
2022 Q3	$47K	Hold	196	–	–	0.01%	273
2022 Q2	$48K	Sell	196 -1	-0.5%	-$268	0.01%	270
2022 Q1	$55K	Hold	197	–	–	0.01%	297
2021 Q4	$62K	Buy	197 +1	+0.5%	+$309	0.02%	269
2021 Q3	$55K	Buy	196 +1	+0.5%	+$298	0.01%	295
2021 Q2	$60K	Sell	195 -4	-2%	-$1.24K	0.02%	287
2021 Q1	$62K	Buy	199 +4	+2%	+$1.16K	0.02%	245
2020 Q4	$53K	Buy	+195	New	+$48.3K	0.01%	257

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

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

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

SOA Wealth Advisors's PH Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Parker-Hannifin (PH) stake by 56% in Q2 2026, selling an estimated $8.22M and leaving 6,940 shares worth $186K. The position accounts for 0.03% of the portfolio, ranked #213.

SOA Wealth Advisors first reported a position in PH in Q4 2020 and has held it in 23 quarters since. 368 funds tracked by Wall St. Rank hold PH as of Q2 2026.

SOA Wealth Advisors held 6,940 shares of Parker-Hannifin worth $186K as of Q2 2026.
SOA Wealth Advisors sold 8,975 Parker-Hannifin shares in Q2 2026, an estimated $8.22M.
Parker-Hannifin made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #213 holding.
SOA Wealth Advisors first reported a position in Parker-Hannifin in Q4 2020 and has held it in 23 quarters since.
368 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.