Valued Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Valued Wealth 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	$7.83K	Hold	8	–	–	﹤0.01%	355
2026 Q1	$7.16K	Buy	8 +3	+60%	+$2.84K	﹤0.01%	336
2025 Q4	$4.39K	Hold	5	–	–	﹤0.01%	322
2025 Q3	$3.79K	Buy	5 +1	+25%	+$738	﹤0.01%	322
2025 Q2	$2.79K	Hold	4	–	–	﹤0.01%	348
2025 Q1	$2.43K	Hold	4	–	–	﹤0.01%	388
2024 Q4	$2.54K	Sell	4 -2	-33%	-$1.32K	﹤0.01%	381
2024 Q3	$3.79K	Buy	6 +2	+50%	+$1.14K	﹤0.01%	313
2024 Q2	$2.02K	Hold	4	–	–	﹤0.01%	363
2024 Q1	$2.22K	Hold	4	–	–	﹤0.01%	346
2023 Q4	$1.56K	Buy	+4	New	+$1.67K	﹤0.01%	331

Other funds holding PH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

Valued Wealth Advisors's PH Position: Q2 2026 in Review

Valued Wealth Advisors held its Parker-Hannifin (PH) position steady in Q2 2026 at 8 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Valued Wealth Advisors first reported a position in PH in Q4 2023 and has held it in 11 quarters since. 368 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Valued Wealth Advisors held 8 shares of Parker-Hannifin worth $7.83K as of Q2 2026.
Valued Wealth Advisors left its Parker-Hannifin share count unchanged in Q2 2026.
Parker-Hannifin made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #355 holding.
Valued Wealth Advisors first reported a position in Parker-Hannifin in Q4 2023 and has held it in 11 quarters since.
368 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.