Trivium Point Advisory’s Parker-Hannifin PH Stock Holding History

Trivium Point Advisory’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	$2.18M	Buy	2,230 +208	+10%	+$191K	0.2%	121
2026 Q1	$1.81M	Sell	2,022 -387	-16%	-$366K	0.33%	74
2025 Q4	$2.12M	Sell	2,409 -147	-6%	-$120K	0.21%	111
2025 Q3	$1.94M	Sell	2,556 -2,386	-48%	-$1.76M	0.2%	120
2025 Q2	$3.45M	Sell	4,942 -280	-5%	-$177K	0.37%	69
2025 Q1	$3.17M	Sell	5,222 -150	-3%	-$98.1K	0.39%	75
2024 Q4	$3.42M	Buy	5,372 +55	+1%	+$36.4K	0.43%	71
2024 Q3	$3.76M	Buy	5,317 +154	+3%	+$87.5K	0.52%	59
2024 Q2	$2.61M	Buy	5,163 +256	+5%	+$137K	0.39%	84
2024 Q1	$2.73M	Buy	4,907 +559	+13%	+$284K	0.59%	54
2023 Q4	$2M	Buy	4,348 +621	+17%	+$259K	0.49%	63
2023 Q3	$1.42M	Buy	3,727 +531	+17%	+$213K	0.39%	82
2023 Q2	$1.25M	Buy	3,196 +1,086	+51%	+$367K	0.34%	101
2023 Q1	$709K	Buy	+2,110	New	+$699K	0.19%	130

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Trivium Point Advisory's PH Position: Q2 2026 in Review

Trivium Point Advisory increased its Parker-Hannifin (PH) stake by 10% in Q2 2026, buying an estimated $191K and bringing the position to 2,230 shares worth $2.18M. The position accounts for 0.2% of the portfolio, ranked #121.

Trivium Point Advisory first reported a position in PH in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.76M in Q3 2024. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Trivium Point Advisory held 2,230 shares of Parker-Hannifin worth $2.18M as of Q2 2026.
Trivium Point Advisory bought 208 Parker-Hannifin shares in Q2 2026, an estimated $191K.
Parker-Hannifin made up 0.2% of Trivium Point Advisory's portfolio in Q2 2026, its #121 holding.
Trivium Point Advisory first reported a position in Parker-Hannifin in Q1 2023 and has held it in 14 quarters since.
Trivium Point Advisory's Parker-Hannifin position peaked at $3.76M in Q3 2024.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.