Transamerica Financial Advisors’s Parker-Hannifin PH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.6M Sell
4,697
-430
-8% -$394K 0.39% 60
2026
Q1
$4.59M Sell
5,127
-1,475
-22% -$1.4M 0.39% 64
2025
Q4
$5.8M Sell
6,602
-202
-3% -$165K 0.48% 54
2025
Q3
$5.16M Buy
6,804
+53
+0.8% +$39.1K 0.43% 52
2025
Q2
$4.71M Sell
6,751
-292
-4% -$184K 0.44% 56
2025
Q1
$4.28M Sell
7,043
-486
-6% -$318K 0.44% 58
2024
Q4
$4.79M Sell
7,529
-202
-3% -$134K 0.47% 50
2024
Q3
$4.88M Buy
7,731
+179
+2% +$102K 0.48% 61
2024
Q2
$3.82M Hold
7,552
0.41% 71
2024
Q1
$4.2M Buy
7,552
+7,550
+377,500% +$3.84M 0.43% 71
2023
Q4
$1K Sell
2
-7
-78% -$2.91K ﹤0.01% 542
2023
Q3
$4K Hold
9
﹤0.01% 364
2023
Q2
$4K Sell
9
-472
-98% -$160K ﹤0.01% 335
2023
Q1
$162K Hold
481
0.02% 237
2022
Q4
$140K Buy
481
+64
+15% +$18.3K 0.02% 246
2022
Q3
$101K Buy
417
+34
+9% +$9.2K 0.01% 247
2022
Q2
$95K Buy
+383
New +$102K 0.01% 248
2020
Q3
Sell
-45
Closed -$9K 399
2020
Q2
$9K Buy
+45
New +$7.26K ﹤0.01% 256
2016
Q2
Sell
-223
Closed -$25K 621
2016
Q1
$25K Sell
223
-139
-38% -$14K ﹤0.01% 459
2015
Q4
$36K Sell
362
-98
-21% -$9.93K ﹤0.01% 452
2015
Q3
$45K Sell
460
-39
-8% -$4.24K ﹤0.01% 400
2015
Q2
$59K Buy
499
+1
+0.2% +$121 ﹤0.01% 427
2015
Q1
$60K Buy
498
+1
+0.2% +$121 ﹤0.01% 417
2014
Q4
$65K Buy
497
+91
+22% +$11.2K 0.01% 345
2014
Q3
$47K Buy
406
+1
+0.2% +$118 ﹤0.01% 348
2014
Q2
$51K Buy
405
+1
+0.2% +$125 ﹤0.01% 366
2014
Q1
$49K Buy
404
+1
+0.2% +$120 ﹤0.01% 348
2013
Q4
$52K Buy
403
+1
+0.2% +$116 0.01% 342
2013
Q3
$44K Buy
402
+177
+79% +$18.2K 0.01% 338
2013
Q2
$22K Buy
+225
New +$21.1K ﹤0.01% 358

Other funds holding PH

Transamerica Financial Advisors's PH Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Parker-Hannifin (PH) stake by 8.4% in Q2 2026, selling an estimated $394K and leaving 4,697 shares worth $4.6M. The position accounts for 0.39% of the portfolio, ranked #60.

Transamerica Financial Advisors first reported a position in PH in Q2 2013 and has held it in 30 quarters since. The position peaked at $5.8M in Q4 2025. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Transamerica Financial Advisors held 4,697 shares of Parker-Hannifin worth $4.6M as of Q2 2026.
  • Transamerica Financial Advisors sold 430 Parker-Hannifin shares in Q2 2026, an estimated $394K.
  • Parker-Hannifin made up 0.39% of Transamerica Financial Advisors's portfolio in Q2 2026, its #60 holding.
  • Transamerica Financial Advisors first reported a position in Parker-Hannifin in Q2 2013 and has held it in 30 quarters since.
  • Transamerica Financial Advisors's Parker-Hannifin position peaked at $5.8M in Q4 2025.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.