TL Private Wealth’s Parker-Hannifin PH Stock Holding History

TL Private 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	$479K	Hold	500	–	–	0.18%	27
2026 Q1	$492K	Sell	500 -50	-9%	-$47.3K	0.19%	26
2025 Q4	$507K	Hold	550	–	–	0.2%	25
2025 Q3	$401K	Hold	550	–	–	0.16%	29
2025 Q2	$389K	Hold	550	–	–	0.16%	29
2025 Q1	$289K	Hold	550	–	–	0.14%	30
2024 Q4	$361K	Hold	550	–	–	0.16%	28
2024 Q3	$346K	Sell	550 -65	-11%	-$36.9K	0.16%	29
2024 Q2	$350K	Hold	615	–	–	0.16%	28
2024 Q1	$345K	Hold	615	–	–	0.17%	27
2023 Q4	$283K	Hold	615	–	–	0.15%	32
2023 Q3	$243K	Hold	615	–	–	0.14%	33
2023 Q2	$241K	Sell	615 -1,845	-75%	-$624K	0.13%	34
2023 Q1	$827K	Hold	2,460	–	–	0.47%	17
2022 Q4	$761K	Hold	2,460	–	–	0.44%	18
2022 Q3	$622K	Hold	2,460	–	–	0.39%	18
2022 Q2	$613K	Hold	2,460	–	–	0.36%	19
2022 Q1	$674K	Hold	2,460	–	–	0.36%	18
2021 Q4	$767K	Hold	2,460	–	–	0.43%	17
2021 Q3	$748K	Hold	2,460	–	–	0.41%	18
2021 Q2	$755K	Hold	2,460	–	–	0.44%	17
2021 Q1	$790K	Sell	2,460 -200	-8%	-$57.7K	0.48%	16
2020 Q4	$763K	Hold	2,660	–	–	0.48%	16
2020 Q3	$580K	Hold	2,660	–	–	0.41%	17
2020 Q2	$494K	Hold	2,660	–	–	0.4%	19
2020 Q1	$408K	Hold	2,660	–	–	0.37%	22
2019 Q4	$557K	Buy	+2,660	New	+$515K	0.48%	19

Other funds holding PH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

TL Private Wealth's PH Position: Q2 2026 in Review

TL Private Wealth held its Parker-Hannifin (PH) position steady in Q2 2026 at 500 shares worth $479K. The position accounts for 0.18% of the portfolio, ranked #27.

TL Private Wealth first reported a position in PH in Q4 2019 and has held it in 27 quarters since. The position peaked at $827K in Q1 2023. 420 funds tracked by Wall St. Rank hold PH as of Q2 2026.

TL Private Wealth held 500 shares of Parker-Hannifin worth $479K as of Q2 2026.
TL Private Wealth left its Parker-Hannifin share count unchanged in Q2 2026.
Parker-Hannifin made up 0.18% of TL Private Wealth's portfolio in Q2 2026, its #27 holding.
TL Private Wealth first reported a position in Parker-Hannifin in Q4 2019 and has held it in 27 quarters since.
TL Private Wealth's Parker-Hannifin position peaked at $827K in Q1 2023.
420 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on TL Private Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.