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Venturi Wealth Management’s Parker-Hannifin PH Stock Holding History

Venturi Wealth Management’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 		$829K Buy
848
+132
+18% +$121K 0.03% 258
2026
Q1 		$641K Sell
716
-373
-34% -$353K 0.03% 292
2025
Q4 		$957K Buy
1,089
+120
+12% +$98.2K 0.04% 204
2025
Q3 		$735K Buy
969
+49
+5% +$36.2K 0.03% 251
2025
Q2 		$643K Sell
920
-289
-24% -$183K 0.03% 278
2025
Q1 		$735K Buy
1,209
+16
+1% +$10.5K 0.04% 255
2024
Q4 		$759K Buy
1,193
+915
+329% +$606K 0.04% 251
2024
Q3 		$176K Buy
278
+104
+60% +$59.1K 0.01% 458
2024
Q2 		$88K Buy
174
+165
+1,833% +$88.5K 0.01% 528
2024
Q1 		$5K Buy
9
+1
+13% +$508 ﹤0.01% 1091
2023
Q4 		$3.69K Hold
8
– – ﹤0.01% 1094
2023
Q3 		$3.12K Buy
8
+5
+167% +$2.01K ﹤0.01% 1080
2023
Q2 		$1.17K Buy
+3
New +$1.01K ﹤0.01% 1003

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

Venturi Wealth Management's PH Position: Q2 2026 in Review

Venturi Wealth Management increased its Parker-Hannifin (PH) stake by 18% in Q2 2026, buying an estimated $121K and bringing the position to 848 shares worth $829K. The position accounts for 0.03% of the portfolio, ranked #258.

Venturi Wealth Management first reported a position in PH in Q2 2023 and has held it in 13 quarters since. The position peaked at $957K in Q4 2025. 402 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Venturi Wealth Management held 848 shares of Parker-Hannifin worth $829K as of Q2 2026.
  • Venturi Wealth Management bought 132 Parker-Hannifin shares in Q2 2026, an estimated $121K.
  • Parker-Hannifin made up 0.03% of Venturi Wealth Management's portfolio in Q2 2026, its #258 holding.
  • Venturi Wealth Management first reported a position in Parker-Hannifin in Q2 2023 and has held it in 13 quarters since.
  • Venturi Wealth Management's Parker-Hannifin position peaked at $957K in Q4 2025.
  • 402 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.