United Capital Financial Advisors’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $28.5M | Sell |
29,094
-211
| -0.7% | -$193K | 0.16% | 125 |
|
|
2026
Q1 | $26.2M | Sell |
29,305
-1,441
| -5% | -$1.36M | 0.16% | 119 |
|
|
2025
Q4 | $27M | Sell |
30,746
-75
| -0.2% | -$61.4K | 0.16% | 113 |
|
|
2025
Q3 | $23.4M | Sell |
30,821
-780
| -2% | -$576K | 0.17% | 114 |
|
|
2025
Q2 | $22.1M | Sell |
31,601
-52
| -0.2% | -$32.9K | 0.18% | 108 |
|
|
2025
Q1 | $19.2M | Sell |
31,653
-409
| -1% | -$267K | 0.16% | 115 |
|
|
2024
Q4 | $20.4M | Sell |
32,062
-455
| -1% | -$301K | 0.17% | 110 |
|
|
2024
Q3 | $20.5M | Sell |
32,517
-224
| -0.7% | -$127K | 0.17% | 120 |
|
|
2024
Q2 | $16.6M | Sell |
32,741
-6,755
| -17% | -$3.62M | 0.14% | 137 |
|
|
2024
Q1 | $22M | Sell |
39,496
-1,285
| -3% | -$653K | 0.18% | 114 |
|
|
2023
Q4 | $18.8M | Sell |
40,781
-3,398
| -8% | -$1.41M | 0.16% | 130 |
|
|
2023
Q3 | $17.2M | Sell |
44,179
-5,874
| -12% | -$2.36M | 0.11% | 170 |
|
|
2023
Q2 | $19.5M | Sell |
50,053
-3,809
| -7% | -$1.29M | 0.11% | 167 |
|
|
2023
Q1 | $18.1M | Sell |
53,862
-1,294
| -2% | -$429K | 0.1% | 177 |
|
|
2022
Q4 | $16.1M | Buy |
55,156
+175
| +0.3% | +$50.1K | 0.09% | 191 |
|
|
2022
Q3 | $13.3M | Buy |
54,981
+646
| +1% | +$175K | 0.08% | 208 |
|
|
2022
Q2 | $13.4M | Buy |
54,335
+2,027
| +4% | +$542K | 0.07% | 218 |
|
|
2022
Q1 | $14.8M | Buy |
52,308
+1,288
| +3% | +$388K | 0.07% | 222 |
|
|
2021
Q4 | $16.2M | Sell |
51,020
-383
| -0.7% | -$118K | 0.07% | 227 |
|
|
2021
Q3 | $14.4M | Sell |
51,403
-148
| -0.3% | -$44K | 0.07% | 230 |
|
|
2021
Q2 | $15.8M | Sell |
51,551
-658
| -1% | -$204K | 0.08% | 218 |
|
|
2021
Q1 | $16.5M | Buy |
52,209
+130
| +0.2% | +$37.5K | 0.09% | 205 |
|
|
2020
Q4 | $14.2M | Sell |
52,079
-303
| -0.6% | -$75K | 0.09% | 218 |
|
|
2020
Q3 | $10.6M | Buy |
52,382
+74
| +0.1% | +$14.6K | 0.07% | 242 |
|
|
2020
Q2 | $9.59M | Sell |
52,308
-650
| -1% | -$105K | 0.07% | 259 |
|
|
2020
Q1 | $6.87M | Sell |
52,958
-1,739
| -3% | -$315K | 0.06% | 290 |
|
|
2019
Q4 | $11.3M | Buy |
54,697
+2,059
| +4% | +$399K | 0.07% | 293 |
|
|
2019
Q3 | $9.51M | Sell |
52,638
-4,811
| -8% | -$818K | 0.07% | 296 |
|
|
2019
Q2 | $9.77M | Sell |
57,449
-119
| -0.2% | -$20.5K | 0.06% | 301 |
|
|
2019
Q1 | $9.88M | Sell |
57,568
-697
| -1% | -$116K | 0.07% | 296 |
|
|
2018
Q4 | $8.69M | Sell |
58,265
-1,734
| -3% | -$281K | 0.07% | 271 |
|
|
2018
Q3 | $11M | Buy |
59,999
+88
| +0.1% | +$15.1K | 0.08% | 280 |
|
|
2018
Q2 | $9.34M | Sell |
59,911
-927
| -2% | -$158K | 0.07% | 314 |
|
|
2018
Q1 | $10.4M | Sell |
60,838
-250
| -0.4% | -$47.4K | 0.08% | 281 |
|
|
2017
Q4 | $12.2M | Sell |
61,088
-508
| -0.8% | -$94.4K | 0.1% | 258 |
|
|
2017
Q3 | $10.8M | Buy |
61,596
+1,241
| +2% | +$204K | 0.09% | 264 |
|
|
2017
Q2 | $9.65M | Buy |
60,355
+914
| +2% | +$145K | 0.09% | 272 |
|
|
2017
Q1 | $9.53M | Sell |
59,441
-967
| -2% | -$147K | 0.09% | 275 |
|
|
2016
Q4 | $8.46M | Buy |
60,408
+379
| +0.6% | +$50.4K | 0.08% | 291 |
|
|
2016
Q3 | $7.54M | Sell |
60,029
-1,305
| -2% | -$156K | 0.07% | 317 |
|
|
2016
Q2 | $6.62M | Sell |
61,334
-830
| -1% | -$93K | 0.07% | 323 |
|
|
2016
Q1 | $6.91M | Buy |
62,164
+3,542
| +6% | +$356K | 0.08% | 272 |
|
|
2015
Q4 | $5.68M | Sell |
58,622
-125
| -0.2% | -$12.7K | 0.07% | 305 |
|
|
2015
Q3 | $5.72M | Sell |
58,747
-31,111
| -35% | -$3.38M | 0.07% | 295 |
|
|
2015
Q2 | $10.5M | Buy |
89,858
+5,338
| +6% | +$645K | 0.12% | 203 |
|
|
2015
Q1 | $10.1M | Buy |
84,520
+8,849
| +12% | +$1.07M | 0.12% | 215 |
|
|
2014
Q4 | $9.76M | Buy |
75,671
+6,036
| +9% | +$740K | 0.15% | 166 |
|
|
2014
Q3 | $7.95M | Buy |
69,635
+2,586
| +4% | +$305K | 0.14% | 180 |
|
|
2014
Q2 | $8.43M | Buy |
67,049
+8,746
| +15% | +$1.09M | 0.16% | 170 |
|
|
2014
Q1 | $6.98M | Buy |
58,303
+3,381
| +6% | +$406K | 0.15% | 163 |
|
|
2013
Q4 | $7.07M | Buy |
+54,922
| New | +$6.38M | 0.24% | 112 |
|
|
2013
Q3 | – | Sell |
-79,355
| Closed | -$7.57M | – | 731 |
|
|
2013
Q2 | $7.57M | Buy |
+79,355
| New | +$7.44M | 0.2% | 131 |
|
Other funds holding PH
United Capital Financial Advisors's PH Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Parker-Hannifin (PH) stake by 0.72% in Q2 2026, selling an estimated $193K and leaving 29,094 shares worth $28.5M. The position accounts for 0.16% of the portfolio, ranked #125.
United Capital Financial Advisors first reported a position in PH in Q2 2013 and has held it in 52 quarters since. 1,971 funds tracked by Wall St. Rank hold PH as of Q2 2026.
- United Capital Financial Advisors held 29,094 shares of Parker-Hannifin worth $28.5M as of Q2 2026.
- United Capital Financial Advisors sold 211 Parker-Hannifin shares in Q2 2026, an estimated $193K.
- Parker-Hannifin made up 0.16% of United Capital Financial Advisors's portfolio in Q2 2026, its #125 holding.
- United Capital Financial Advisors first reported a position in Parker-Hannifin in Q2 2013 and has held it in 52 quarters since.
- 1,971 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.