UFPG
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United Financial Planning Group’s Parker-Hannifin PH Stock Holding History

United Financial Planning 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 		$16.6K Hold
17
– – 0.01% 190
2026
Q1 		$15.2K Buy
+17
New +$16.1K 0.01% 165

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 Financial Planning Group's PH Position: Q2 2026 in Review

United Financial Planning Group held its Parker-Hannifin (PH) position steady in Q2 2026 at 17 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #190.

United Financial Planning Group first reported a position in PH in Q1 2026 and has held it in 2 quarters since. 1,971 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • United Financial Planning Group held 17 shares of Parker-Hannifin worth $16.6K as of Q2 2026.
  • United Financial Planning Group left its Parker-Hannifin share count unchanged in Q2 2026.
  • Parker-Hannifin made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #190 holding.
  • United Financial Planning Group first reported a position in Parker-Hannifin in Q1 2026 and has held it in 2 quarters since.
  • 1,971 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.