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Symphony Financial’s Parker-Hannifin PH Stock Holding History

Symphony Financial’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 		$1.19M Buy
1,226
+326
+36% +$299K 0.13% 115
2026
Q1 		$788K Buy
900
+392
+77% +$371K 0.1% 130
2025
Q4 		$454K Sell
508
-600
-54% -$491K 0.06% 175
2025
Q3 		$837K Sell
1,108
-1,356
-55% -$1M 0.1% 122
2025
Q2 		$764K Buy
+2,464
New +$1.56M 0.1% 123
2025
Q1 		– Sell
-1,209
Closed -$818K – 180
2024
Q4 		$818K Sell
1,209
-217
-15% -$144K 0.13% 112
2024
Q3 		$903K Buy
1,426
+10
+0.7% +$5.68K 0.15% 104
2024
Q2 		$715K Sell
1,416
-94
-6% -$50.4K 0.13% 115
2024
Q1 		$839K Sell
1,510
-98
-6% -$49.8K 0.2% 94
2023
Q4 		$739K Buy
1,608
+726
+82% +$302K 0.16% 110
2023
Q3 		$339K Sell
882
-38
-4% -$15.3K 0.08% 124
2023
Q2 		$356K Buy
920
+108
+13% +$36.5K 0.09% 142
2023
Q1 		$272K Sell
812
-276
-25% -$91.4K 0.07% 183
2022
Q4 		$327K Buy
1,088
+245
+29% +$70.1K 0.09% 165
2022
Q3 		$207K Sell
843
-144
-15% -$39K 0.07% 180
2022
Q2 		$245K Buy
987
+96
+11% +$25.7K 0.07% 166
2022
Q1 		$243K Sell
891
-21
-2% -$6.33K 0.06% 173
2021
Q4 		$289K Buy
+912
New +$282K 0.08% 156

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

Symphony Financial's PH Position: Q2 2026 in Review

Symphony Financial increased its Parker-Hannifin (PH) stake by 36% in Q2 2026, buying an estimated $299K and bringing the position to 1,226 shares worth $1.19M. The position accounts for 0.13% of the portfolio, ranked #115.

Symphony Financial first reported a position in PH in Q4 2021 and has held it in 18 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Symphony Financial held 1,226 shares of Parker-Hannifin worth $1.19M as of Q2 2026.
  • Symphony Financial bought 326 Parker-Hannifin shares in Q2 2026, an estimated $299K.
  • Parker-Hannifin made up 0.13% of Symphony Financial's portfolio in Q2 2026, its #115 holding.
  • Symphony Financial first reported a position in Parker-Hannifin in Q4 2021 and has held it in 18 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.