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SVB Wealth’s Parker-Hannifin PH Stock Holding History

SVB 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 		$370K Sell
378
-13
-3% -$11.9K 0.02% 297
2026
Q1 		$350K Sell
391
-74
-16% -$70K 0.02% 308
2025
Q4 		$409K Buy
465
+3
+0.6% +$2.46K 0.02% 294
2025
Q3 		$350K Buy
462
+9
+2% +$6.64K 0.02% 334
2025
Q2 		$317K Buy
+453
New +$286K 0.02% 355
2025
Q1 		– Sell
-779
Closed -$496K – 1715
2024
Q4 		$496K Buy
+779
New +$516K 0.01% 422
2024
Q3 		– Sell
-819
Closed -$414K – 440
2024
Q2 		$414K Sell
819
-508
-38% -$272K 0.01% 467
2024
Q1 		$738K Sell
1,327
-70
-5% -$35.6K 0.02% 403
2023
Q4 		$644K Buy
1,397
+464
+50% +$193K 0.02% 419
2023
Q3 		$364K Sell
933
-90
-9% -$36.2K 0.01% 550
2023
Q2 		$399K Sell
1,023
-125
-11% -$42.3K 0.01% 560
2023
Q1 		$386K Sell
1,148
-72
-6% -$23.8K 0.01% 622
2022
Q4 		$355K Buy
1,220
+29
+2% +$8.3K ﹤0.01% 675
2022
Q3 		$288K Buy
+1,191
New +$322K ﹤0.01% 711
2021
Q4 		– Sell
-1,161
Closed -$325K – 918
2021
Q3 		$325K Buy
1,161
+333
+40% +$99.1K ﹤0.01% 750
2021
Q2 		$255K Buy
+828
New +$256K ﹤0.01% 818
2015
Q4 		– Sell
-2,962
Closed -$288K – 557
2015
Q3 		$288K Sell
2,962
-18
-0.6% -$1.96K 0.01% 477
2015
Q2 		$347K Sell
2,980
-315
-10% -$38.1K 0.01% 473
2015
Q1 		$391K Buy
3,295
+350
+12% +$42.4K 0.01% 448
2014
Q4 		$380K Buy
+2,945
New +$361K 0.01% 441

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

SVB Wealth's PH Position: Q2 2026 in Review

SVB Wealth reduced its Parker-Hannifin (PH) stake by 3.3% in Q2 2026, selling an estimated $11.9K and leaving 378 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #297.

SVB Wealth first reported a position in PH in Q4 2014 and has held it in 20 quarters since. The position peaked at $738K in Q1 2024. 341 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • SVB Wealth held 378 shares of Parker-Hannifin worth $370K as of Q2 2026.
  • SVB Wealth sold 13 Parker-Hannifin shares in Q2 2026, an estimated $11.9K.
  • Parker-Hannifin made up 0.02% of SVB Wealth's portfolio in Q2 2026, its #297 holding.
  • SVB Wealth first reported a position in Parker-Hannifin in Q4 2014 and has held it in 20 quarters since.
  • SVB Wealth's Parker-Hannifin position peaked at $738K in Q1 2024.
  • 341 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.