TAFW
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Tred Avon Family Wealth’s Parker-Hannifin PH Stock Holding History

Tred Avon Family 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 		$1.39M Sell
1,417
-1
-0.1% -$916 0.42% 57
2026
Q1 		$1.27M Hold
1,418
– – 0.42% 57
2025
Q4 		$1.25M Sell
1,418
-3
-0.2% -$2.46K 0.41% 62
2025
Q3 		$1.08M Buy
+1,421
New +$1.05M 0.37% 66

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Tred Avon Family Wealth's PH Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Parker-Hannifin (PH) stake by 0.07% in Q2 2026, selling an estimated $916 and leaving 1,417 shares worth $1.39M. The position accounts for 0.42% of the portfolio, ranked #57.

Tred Avon Family Wealth first reported a position in PH in Q3 2025 and has held it in 4 quarters since. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Tred Avon Family Wealth held 1,417 shares of Parker-Hannifin worth $1.39M as of Q2 2026.
  • Tred Avon Family Wealth sold 1 Parker-Hannifin share in Q2 2026, an estimated $916.
  • Parker-Hannifin made up 0.42% of Tred Avon Family Wealth's portfolio in Q2 2026, its #57 holding.
  • Tred Avon Family Wealth first reported a position in Parker-Hannifin in Q3 2025 and has held it in 4 quarters since.
  • 1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.