SFS
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Sowell Financial Services’s Parker-Hannifin PH Stock Holding History

Sowell Financial Services’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 		$641K Sell
655
-63
-9% -$57.7K 0.02% 574
2026
Q1 		$643K Sell
718
-130
-15% -$123K 0.02% 560
2025
Q4 		$745K Sell
848
-14
-2% -$11.5K 0.03% 517
2025
Q3 		$653K Sell
862
-1,083
-56% -$799K 0.03% 559
2025
Q2 		$1.36M Sell
1,945
-288
-13% -$182K 0.06% 343
2025
Q1 		$1.36M Buy
+2,233
New +$1.46M 0.06% 313
2021
Q2 		– Sell
-160
Closed -$51K – 2092
2021
Q1 		$51K Buy
160
+55
+52% +$15.9K ﹤0.01% 1651
2020
Q4 		$29K Buy
105
+84
+400% +$20.8K ﹤0.01% 1592
2020
Q3 		$4K Sell
21
-7
-25% -$1.38K ﹤0.01% 2069
2020
Q2 		$5K Sell
28
-75
-73% -$12.1K ﹤0.01% 1908
2020
Q1 		$13K Sell
103
-24
-19% -$4.34K ﹤0.01% 1534
2019
Q4 		$26K Buy
127
+22
+21% +$4.26K ﹤0.01% 1341
2019
Q3 		$19K Buy
+105
New +$17.9K ﹤0.01% 1299

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

Sowell Financial Services's PH Position: Q2 2026 in Review

Sowell Financial Services reduced its Parker-Hannifin (PH) stake by 8.8% in Q2 2026, selling an estimated $57.7K and leaving 655 shares worth $641K. The position accounts for 0.02% of the portfolio, ranked #574.

Sowell Financial Services first reported a position in PH in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.36M in Q2 2025. 402 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Sowell Financial Services held 655 shares of Parker-Hannifin worth $641K as of Q2 2026.
  • Sowell Financial Services sold 63 Parker-Hannifin shares in Q2 2026, an estimated $57.7K.
  • Parker-Hannifin made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #574 holding.
  • Sowell Financial Services first reported a position in Parker-Hannifin in Q3 2019 and has held it in 13 quarters since.
  • Sowell Financial Services's Parker-Hannifin position peaked at $1.36M in Q2 2025.
  • 402 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.