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

Strategies 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 		$488K Sell
499
-2
-0.4% -$1.83K 0.04% 120
2026
Q1 		$448K Buy
501
+3
+0.6% +$2.84K 0.05% 108
2025
Q4 		$438K Buy
498
+1
+0.2% +$818 0.04% 110
2025
Q3 		$377K Buy
497
+1
+0.2% +$738 0.04% 130
2025
Q2 		$346K Buy
496
+1
+0.2% +$632 0.04% 128
2025
Q1 		$301K Buy
+495
New +$324K 0.04% 138

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Strategies Wealth Advisors reduced its Parker-Hannifin (PH) stake by 0.4% in Q2 2026, selling an estimated $1.83K and leaving 499 shares worth $488K. The position accounts for 0.04% of the portfolio, ranked #120.

Strategies Wealth Advisors first reported a position in PH in Q1 2025 and has held it in 6 quarters since. 1,983 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Strategies Wealth Advisors held 499 shares of Parker-Hannifin worth $488K as of Q2 2026.
  • Strategies Wealth Advisors sold 2 Parker-Hannifin shares in Q2 2026, an estimated $1.83K.
  • Parker-Hannifin made up 0.04% of Strategies Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • Strategies Wealth Advisors first reported a position in Parker-Hannifin in Q1 2025 and has held it in 6 quarters since.
  • 1,983 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

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