Trinity Wealth Management’s Parker-Hannifin PH Stock Holding History

Trinity Wealth 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	$286K	Buy	292 +18	+7%	+$16.5K	0.09%	65
2026 Q1	$245K	Sell	274 -26	-9%	-$24.6K	0.09%	63
2025 Q4	$264K	Sell	300 -4	-1%	-$3.27K	0.1%	58
2025 Q3	$230K	Sell	304 -1	-0.3%	-$738	0.09%	60
2025 Q2	$213K	Buy	+305	New	+$193K	0.08%	59
2025 Q1	–	Sell	-364	Closed	-$232K	–	56
2024 Q4	$232K	Sell	364 -2	-0.5%	-$1.32K	0.1%	53
2024 Q3	$231K	Buy	+366	New	+$208K	0.11%	52
2024 Q2	–	Sell	-380	Closed	-$211K	–	49
2024 Q1	$211K	Buy	+380	New	+$193K	0.11%	45
2023 Q2	–	Sell	-694	Closed	-$233K	–	46
2023 Q1	$233K	Sell	694 -46	-6%	-$15.2K	0.15%	37
2022 Q4	$215K	Buy	+740	New	+$212K	0.15%	40

Other funds holding PH

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Trinity Wealth Management's PH Position: Q2 2026 in Review

Trinity Wealth Management increased its Parker-Hannifin (PH) stake by 6.6% in Q2 2026, buying an estimated $16.5K and bringing the position to 292 shares worth $286K. The position accounts for 0.09% of the portfolio, ranked #65.

Trinity Wealth Management first reported a position in PH in Q4 2022 and has held it in 10 quarters since. 755 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Trinity Wealth Management held 292 shares of Parker-Hannifin worth $286K as of Q2 2026.
Trinity Wealth Management bought 18 Parker-Hannifin shares in Q2 2026, an estimated $16.5K.
Parker-Hannifin made up 0.09% of Trinity Wealth Management's portfolio in Q2 2026, its #65 holding.
Trinity Wealth Management first reported a position in Parker-Hannifin in Q4 2022 and has held it in 10 quarters since.
755 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Trinity Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.