VFA
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Valeo Financial Advisors’s Parker-Hannifin PH Stock Holding History

Valeo 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 		$1.21M Buy
1,233
+43
+4% +$39.4K 0.03% 275
2026
Q1 		$1.07M Sell
1,190
-893
-43% -$845K 0.03% 262
2025
Q4 		$1.83M Buy
2,083
+104
+5% +$85.1K 0.04% 186
2025
Q3 		$1.5M Buy
1,979
+146
+8% +$108K 0.03% 211
2025
Q2 		$1.28M Buy
1,833
+15
+0.8% +$9.48K 0.03% 245
2025
Q1 		$1.11M Buy
1,818
+169
+10% +$111K 0.03% 246
2024
Q4 		$1.05M Sell
1,649
-35
-2% -$23.2K 0.03% 254
2024
Q3 		$1.06M Hold
1,684
– – 0.03% 251
2024
Q2 		$852K Buy
1,684
+30
+2% +$16.1K 0.03% 272
2024
Q1 		$904K Buy
1,654
+34
+2% +$17.3K 0.03% 254
2023
Q4 		$746K Buy
1,620
+209
+15% +$87K 0.03% 270
2023
Q3 		$550K Buy
1,411
+177
+14% +$71.1K 0.03% 313
2023
Q2 		$481K Buy
1,234
+247
+25% +$83.6K 0.02% 329
2023
Q1 		$332K Buy
+987
New +$327K 0.02% 417
2021
Q2 		– Sell
-193
Closed -$61K – 1440
2021
Q1 		$61K Buy
193
+15
+8% +$4.33K ﹤0.01% 788
2020
Q4 		$49K Buy
178
+141
+381% +$34.9K ﹤0.01% 788
2020
Q3 		$7K Sell
37
-74
-67% -$14.6K ﹤0.01% 1170
2020
Q2 		$20K Buy
111
+86
+344% +$13.9K ﹤0.01% 1063
2020
Q1 		$4K Sell
25
-73
-74% -$13.2K ﹤0.01% 1362
2019
Q4 		$20K Hold
98
– – ﹤0.01% 924
2019
Q3 		$18K Hold
98
– – ﹤0.01% 879
2019
Q2 		$17K Hold
98
– – ﹤0.01% 897
2019
Q1 		$17K Hold
98
– – ﹤0.01% 831
2018
Q4 		$15K Sell
98
-15
-13% -$2.43K ﹤0.01% 789
2018
Q3 		$17K Buy
+113
New +$19.4K ﹤0.01% 826

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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

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

Valeo Financial Advisors increased its Parker-Hannifin (PH) stake by 3.6% in Q2 2026, buying an estimated $39.4K and bringing the position to 1,233 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #275.

Valeo Financial Advisors first reported a position in PH in Q3 2018 and has held it in 25 quarters since. The position peaked at $1.83M in Q4 2025. 345 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Valeo Financial Advisors held 1,233 shares of Parker-Hannifin worth $1.21M as of Q2 2026.
  • Valeo Financial Advisors bought 43 Parker-Hannifin shares in Q2 2026, an estimated $39.4K.
  • Parker-Hannifin made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #275 holding.
  • Valeo Financial Advisors first reported a position in Parker-Hannifin in Q3 2018 and has held it in 25 quarters since.
  • Valeo Financial Advisors's Parker-Hannifin position peaked at $1.83M in Q4 2025.
  • 345 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.