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Valmark Advisers’s Parker-Hannifin PH Stock Holding History

Valmark Advisers’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 		$463K Buy
473
+38
+9% +$34.8K ﹤0.01% 519
2026
Q1 		$389K Sell
435
-21
-5% -$19.9K ﹤0.01% 527
2025
Q4 		$401K Buy
456
+37
+9% +$30.3K ﹤0.01% 487
2025
Q3 		$318K Sell
419
-8
-2% -$5.9K ﹤0.01% 534
2025
Q2 		$298K Buy
427
+48
+13% +$30.3K ﹤0.01% 552
2025
Q1 		$230K Sell
379
-78
-17% -$51K ﹤0.01% 570
2024
Q4 		$291K Sell
457
-121
-21% -$80.1K ﹤0.01% 515
2024
Q3 		$365K Buy
+578
New +$328K 0.01% 466

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

Valmark Advisers's PH Position: Q2 2026 in Review

Valmark Advisers increased its Parker-Hannifin (PH) stake by 8.7% in Q2 2026, buying an estimated $34.8K and bringing the position to 473 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Valmark Advisers first reported a position in PH in Q3 2024 and has held it in 8 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Valmark Advisers held 473 shares of Parker-Hannifin worth $463K as of Q2 2026.
  • Valmark Advisers bought 38 Parker-Hannifin shares in Q2 2026, an estimated $34.8K.
  • Parker-Hannifin made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #519 holding.
  • Valmark Advisers first reported a position in Parker-Hannifin in Q3 2024 and has held it in 8 quarters since.
  • 1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.