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True Wealth Design’s Parker-Hannifin PH Stock Holding History

True Wealth Design’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 		$387K Buy
396
+19
+5% +$17.4K 0.09% 54
2026
Q1 		$338K Buy
377
+19
+5% +$18K 0.09% 51
2025
Q4 		$315K Sell
358
-2
-0.6% -$1.64K 0.09% 43
2025
Q3 		$273K Hold
360
– – 0.08% 46
2025
Q2 		$251K Sell
360
-30
-8% -$19K 0.09% 37
2025
Q1 		$237K Buy
390
+1
+0.3% +$654 0.09% 32
2024
Q4 		$247K Buy
389
+2
+0.5% +$1.32K 0.1% 27
2024
Q3 		$245K Sell
387
-68
-15% -$38.6K 0.1% 27
2024
Q2 		$230K Hold
455
– – 0.06% 114
2024
Q1 		$253K Buy
455
+2
+0.4% +$1.02K 0.06% 113
2023
Q4 		$209K Buy
453
+450
+15,000% +$187K 0.06% 114
2023
Q3 		$1.17K Hold
3
– – ﹤0.01% 306
2023
Q2 		$1.17K Hold
3
– – ﹤0.01% 309
2023
Q1 		$1.01K Hold
3
– – ﹤0.01% 404
2022
Q4 		$873 Buy
+3
New +$859 ﹤0.01% 354

Other funds holding PH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

True Wealth Design's PH Position: Q2 2026 in Review

True Wealth Design increased its Parker-Hannifin (PH) stake by 5% in Q2 2026, buying an estimated $17.4K and bringing the position to 396 shares worth $387K. The position accounts for 0.09% of the portfolio, ranked #54.

True Wealth Design first reported a position in PH in Q4 2022 and has held it in 15 quarters since. 341 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • True Wealth Design held 396 shares of Parker-Hannifin worth $387K as of Q2 2026.
  • True Wealth Design bought 19 Parker-Hannifin shares in Q2 2026, an estimated $17.4K.
  • Parker-Hannifin made up 0.09% of True Wealth Design's portfolio in Q2 2026, its #54 holding.
  • True Wealth Design first reported a position in Parker-Hannifin in Q4 2022 and has held it in 15 quarters since.
  • 341 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.