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Synergy Investment Management’s Parker-Hannifin PH Stock Holding History

Synergy Investment Management’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 		$104K Buy
109
+87
+395% +$79.7K 0.03% 259
2026
Q1 		$19.8K Buy
+22
New +$20.8K 0.01% 407
2025
Q2 		– Sell
-10
Closed -$6.08K – 429
2025
Q1 		$6.08K Buy
+10
New +$6.54K ﹤0.01% 423

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

Synergy Investment Management's PH Position: Q2 2026 in Review

Synergy Investment Management increased its Parker-Hannifin (PH) stake by 395% in Q2 2026, buying an estimated $79.7K and bringing the position to 109 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #259.

Synergy Investment Management first reported a position in PH in Q1 2025 and has held it in 3 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Synergy Investment Management held 109 shares of Parker-Hannifin worth $104K as of Q2 2026.
  • Synergy Investment Management bought 87 Parker-Hannifin shares in Q2 2026, an estimated $79.7K.
  • Parker-Hannifin made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #259 holding.
  • Synergy Investment Management first reported a position in Parker-Hannifin in Q1 2025 and has held it in 3 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.