UAS
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United Asset Strategies’s Parker-Hannifin PH Stock Holding History

United Asset Strategies’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 		$20.1M Buy
20,513
+453
+2% +$415K 1.42% 15
2026
Q1 		$18M Sell
20,060
-3,216
-14% -$3.04M 1.43% 19
2025
Q4 		$20.5M Sell
23,276
-192
-0.8% -$157K 1.58% 13
2025
Q3 		$17.8M Sell
23,468
-129
-0.5% -$95.2K 1.43% 17
2025
Q2 		$16.5M Buy
23,597
+96
+0.4% +$60.7K 1.41% 14
2025
Q1 		$14.3M Buy
23,501
+266
+1% +$174K 1.33% 20
2024
Q4 		$14.8M Sell
23,235
-34
-0.1% -$22.5K 1.36% 20
2024
Q3 		$14.7M Buy
23,269
+266
+1% +$151K 1.37% 20
2024
Q2 		$11.6M Buy
23,003
+295
+1% +$158K 1.15% 31
2024
Q1 		$12.6M Buy
22,708
+491
+2% +$249K 1.26% 27
2023
Q4 		$10.2M Buy
22,217
+323
+1% +$134K 1.15% 31
2023
Q3 		$8.53M Buy
+21,894
New +$8.8M 1.1% 32
2022
Q1 		– Sell
-4,177
Closed -$1.33M – 231
2021
Q4 		$1.33M Buy
4,177
+345
+9% +$107K 0.16% 109
2021
Q3 		$1.07M Buy
3,832
+852
+29% +$253K 0.14% 117
2021
Q2 		$915K Buy
+2,980
New +$923K 0.12% 121
2018
Q3 		– Sell
-2,651
Closed -$413K – 214
2018
Q2 		$413K Buy
2,651
+235
+10% +$40.1K 0.11% 156
2018
Q1 		$413K Buy
2,416
+176
+8% +$33.3K 0.12% 143
2017
Q4 		$447K Sell
2,240
-55
-2% -$10.2K 0.12% 132
2017
Q3 		$402K Buy
+2,295
New +$377K 0.23% 91

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

United Asset Strategies's PH Position: Q2 2026 in Review

United Asset Strategies increased its Parker-Hannifin (PH) stake by 2.3% in Q2 2026, buying an estimated $415K and bringing the position to 20,513 shares worth $20.1M. The position accounts for 1.42% of the portfolio, ranked #15.

United Asset Strategies first reported a position in PH in Q3 2017 and has held it in 19 quarters since. The position peaked at $20.5M in Q4 2025. 500 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • United Asset Strategies held 20,513 shares of Parker-Hannifin worth $20.1M as of Q2 2026.
  • United Asset Strategies bought 453 Parker-Hannifin shares in Q2 2026, an estimated $415K.
  • Parker-Hannifin made up 1.42% of United Asset Strategies's portfolio in Q2 2026, its #15 holding.
  • United Asset Strategies first reported a position in Parker-Hannifin in Q3 2017 and has held it in 19 quarters since.
  • United Asset Strategies's Parker-Hannifin position peaked at $20.5M in Q4 2025.
  • 500 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.