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Sonoma Allocations’s Parker-Hannifin PH Stock Holding History

Sonoma Allocations’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 		$268K Sell
274
-38
-12% -$34.8K 0.08% 107
2026
Q1 		$285K Buy
312
+88
+39% +$83.3K 0.1% 129
2025
Q4 		$212K Sell
224
-143
-39% -$117K 0.07% 126
2025
Q3 		$267K Buy
+367
New +$271K 0.1% 113

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

Sonoma Allocations's PH Position: Q2 2026 in Review

Sonoma Allocations reduced its Parker-Hannifin (PH) stake by 12% in Q2 2026, selling an estimated $34.8K and leaving 274 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #107.

Sonoma Allocations first reported a position in PH in Q3 2025 and has held it in 4 quarters since. The position peaked at $285K in Q1 2026. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Sonoma Allocations held 274 shares of Parker-Hannifin worth $268K as of Q2 2026.
  • Sonoma Allocations sold 38 Parker-Hannifin shares in Q2 2026, an estimated $34.8K.
  • Parker-Hannifin made up 0.08% of Sonoma Allocations's portfolio in Q2 2026, its #107 holding.
  • Sonoma Allocations first reported a position in Parker-Hannifin in Q3 2025 and has held it in 4 quarters since.
  • Sonoma Allocations's Parker-Hannifin position peaked at $285K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.