Sonoma Private Wealth’s Parker-Hannifin PH Stock Holding History

Sonoma Private 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	$417K	Buy	426 +6	+1%	+$5.5K	0.45%	56
2026 Q1	$376K	Sell	420 -90	-18%	-$85.2K	0.46%	51
2025 Q4	$448K	Sell	510 -13	-2%	-$10.6K	0.54%	46
2025 Q3	$397K	Buy	523 +1	+0.2%	+$738	0.47%	49
2025 Q2	$365K	Sell	522 -29	-5%	-$18.3K	0.45%	53
2025 Q1	$335K	Buy	551 +6	+1%	+$3.92K	0.46%	55
2024 Q4	$347K	Sell	545 -122	-18%	-$80.8K	0.56%	57
2024 Q3	$421K	Buy	667 +19	+3%	+$10.8K	0.66%	56
2024 Q2	$328K	Buy	648 +26	+4%	+$13.9K	0.53%	63
2024 Q1	$346K	Sell	622 -44	-7%	-$22.4K	0.56%	65
2023 Q4	$307K	Sell	666 -118	-15%	-$49.1K	0.51%	64
2023 Q3	$305K	Hold	784	–	–	0.56%	61
2023 Q2	$306K	Buy	784 +35	+5%	+$11.8K	0.53%	63
2023 Q1	$252K	Buy	749 +2	+0.3%	+$662	0.5%	62
2022 Q4	$217K	Buy	+747	New	+$214K	0.48%	64

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sonoma Private Wealth's PH Position: Q2 2026 in Review

Sonoma Private Wealth increased its Parker-Hannifin (PH) stake by 1.4% in Q2 2026, buying an estimated $5.5K and bringing the position to 426 shares worth $417K. The position accounts for 0.45% of the portfolio, ranked #56.

Sonoma Private Wealth first reported a position in PH in Q4 2022 and has held it in 15 quarters since. The position peaked at $448K in Q4 2025. 1,979 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Sonoma Private Wealth held 426 shares of Parker-Hannifin worth $417K as of Q2 2026.
Sonoma Private Wealth bought 6 Parker-Hannifin shares in Q2 2026, an estimated $5.5K.
Parker-Hannifin made up 0.45% of Sonoma Private Wealth's portfolio in Q2 2026, its #56 holding.
Sonoma Private Wealth first reported a position in Parker-Hannifin in Q4 2022 and has held it in 15 quarters since.
Sonoma Private Wealth's Parker-Hannifin position peaked at $448K in Q4 2025.
1,979 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.