UAG
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United Advisor Group’s Parker-Hannifin PH Stock Holding History

United Advisor Group’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 		$295K Sell
302
-26
-8% -$23.8K 0.03% 428
2026
Q1 		$294K Sell
328
-30
-8% -$28.4K 0.04% 397
2025
Q4 		$315K Buy
358
+67
+23% +$54.8K 0.04% 367
2025
Q3 		$221K Buy
+291
New +$215K 0.03% 427

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

United Advisor Group's PH Position: Q2 2026 in Review

United Advisor Group reduced its Parker-Hannifin (PH) stake by 7.9% in Q2 2026, selling an estimated $23.8K and leaving 302 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #428.

United Advisor Group first reported a position in PH in Q3 2025 and has held it in 4 quarters since. The position peaked at $315K in Q4 2025. 1,979 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • United Advisor Group held 302 shares of Parker-Hannifin worth $295K as of Q2 2026.
  • United Advisor Group sold 26 Parker-Hannifin shares in Q2 2026, an estimated $23.8K.
  • Parker-Hannifin made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #428 holding.
  • United Advisor Group first reported a position in Parker-Hannifin in Q3 2025 and has held it in 4 quarters since.
  • United Advisor Group's Parker-Hannifin position peaked at $315K in Q4 2025.
  • 1,979 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.