TrueWealth Advisors’s Parker-Hannifin PH Stock Holding History

TrueWealth Advisors’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	$699K	Buy	715 +40	+6%	+$36.6K	0.16%	118
2026 Q1	$604K	Buy	675 +185	+38%	+$175K	0.15%	126
2025 Q4	$431K	Buy	+490	New	+$401K	0.11%	151

Other funds holding PH

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

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

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

TrueWealth Advisors's PH Position: Q2 2026 in Review

TrueWealth Advisors increased its Parker-Hannifin (PH) stake by 5.9% in Q2 2026, buying an estimated $36.6K and bringing the position to 715 shares worth $699K. The position accounts for 0.16% of the portfolio, ranked #118.

TrueWealth Advisors first reported a position in PH in Q4 2025 and has held it in 3 quarters since. 412 funds tracked by Wall St. Rank hold PH as of Q2 2026.

TrueWealth Advisors held 715 shares of Parker-Hannifin worth $699K as of Q2 2026.
TrueWealth Advisors bought 40 Parker-Hannifin shares in Q2 2026, an estimated $36.6K.
Parker-Hannifin made up 0.16% of TrueWealth Advisors's portfolio in Q2 2026, its #118 holding.
TrueWealth Advisors first reported a position in Parker-Hannifin in Q4 2025 and has held it in 3 quarters since.
412 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.