Strategic Wealth Partners’s Parker-Hannifin PH Stock Holding History

Strategic Wealth Partners’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	$143K	Hold	146	–	–	0.01%	352
2026 Q1	$131K	Sell	146 -10	-6%	-$9.46K	0.01%	358
2025 Q4	$137K	Hold	156	–	–	0.01%	366
2025 Q3	$118K	Sell	156 -233	-60%	-$172K	0.01%	413
2025 Q2	$272K	Buy	+389	New	+$246K	0.02%	288
2024 Q4	$831K	Buy	1,198 +53	+5%	+$35.1K	0.07%	160
2024 Q3	$723K	Buy	1,145 +240	+27%	+$136K	0.07%	168
2024 Q2	$458K	Buy	905 +33	+4%	+$17.7K	0.05%	205
2024 Q1	$485K	Buy	872 +151	+21%	+$76.7K	0.05%	197
2023 Q4	$332K	Buy	+721	New	+$300K	0.04%	221
2019 Q4	–	Sell	-310	Closed	-$54	–	397
2019 Q3	$54	Buy	+310	New	+$52.7K	﹤0.01%	297
2018 Q3	–	Sell	-233	Closed	-$36K	–	681
2018 Q2	$36K	Sell	233 -58	-20%	-$9.89K	0.02%	289
2018 Q1	$50K	Buy	291 +141	+94%	+$26.7K	0.03%	246
2017 Q4	$28K	Buy	+150	New	+$27.9K	0.02%	277

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

Strategic Wealth Partners's PH Position: Q2 2026 in Review

Strategic Wealth Partners held its Parker-Hannifin (PH) position steady in Q2 2026 at 146 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #352.

Strategic Wealth Partners first reported a position in PH in Q4 2017 and has held it in 14 quarters since. The position peaked at $831K in Q4 2024. 1,982 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Strategic Wealth Partners held 146 shares of Parker-Hannifin worth $143K as of Q2 2026.
Strategic Wealth Partners left its Parker-Hannifin share count unchanged in Q2 2026.
Parker-Hannifin made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #352 holding.
Strategic Wealth Partners first reported a position in Parker-Hannifin in Q4 2017 and has held it in 14 quarters since.
Strategic Wealth Partners's Parker-Hannifin position peaked at $831K in Q4 2024.
1,982 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.