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Triad Wealth Partners’s Parker-Hannifin PH Stock Holding History

Triad Wealth Partners’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 		$432K Buy
+433
New +$397K 0.03% 355
2024
Q3 		– Sell
-2
Closed -$1.01K – 665
2024
Q2 		$1.01K Buy
+2
New +$1.07K ﹤0.01% 874

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

Triad Wealth Partners's PH Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Parker-Hannifin (PH) in Q2 2026: 433 shares worth $432K. The stake represents 0.03% of the portfolio and ranks #355 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in PH as recently as Q2 2024.

Triad Wealth Partners first reported a position in PH in Q2 2024 and has held it in 2 quarters since. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Triad Wealth Partners held 433 shares of Parker-Hannifin worth $432K as of Q2 2026.
  • Parker-Hannifin was a new Triad Wealth Partners position in Q2 2026.
  • Parker-Hannifin made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #355 holding.
  • Triad Wealth Partners first reported a position in Parker-Hannifin in Q2 2024 and has held it in 2 quarters since.
  • 1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.