UFA
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Unify Financial Advisors’s Parker-Hannifin PH Stock Holding History

Unify Financial 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 		$1.23M Sell
1,262
-25
-2% -$22.9K 1.14% 24
2026
Q1 		$1.15M Sell
1,287
-51
-4% -$48.3K 1.2% 21
2025
Q4 		$1.18M Buy
+1,338
New +$1.1M 1.23% 22

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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

Unify Financial Advisors's PH Position: Q2 2026 in Review

Unify Financial Advisors reduced its Parker-Hannifin (PH) stake by 1.9% in Q2 2026, selling an estimated $22.9K and leaving 1,262 shares worth $1.23M. The position accounts for 1.14% of the portfolio, ranked #24.

Unify Financial Advisors first reported a position in PH in Q4 2025 and has held it in 3 quarters since. 460 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Unify Financial Advisors held 1,262 shares of Parker-Hannifin worth $1.23M as of Q2 2026.
  • Unify Financial Advisors sold 25 Parker-Hannifin shares in Q2 2026, an estimated $22.9K.
  • Parker-Hannifin made up 1.14% of Unify Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Unify Financial Advisors first reported a position in Parker-Hannifin in Q4 2025 and has held it in 3 quarters since.
  • 460 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.