VAG
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VisionPoint Advisory Group’s Parker-Hannifin PH Stock Holding History

VisionPoint Advisory 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 		$244K Sell
249
-35
-12% -$32.1K 0.04% 408
2026
Q1 		$254K Sell
284
-102
-26% -$96.5K 0.05% 369
2025
Q4 		$339K Sell
386
-56
-13% -$45.8K 0.07% 275
2025
Q3 		$335K Sell
442
-17
-4% -$12.5K 0.07% 278
2025
Q2 		$321K Buy
+459
New +$290K 0.07% 257
2024
Q3 		– Sell
-21
Closed -$10.6K – 626
2024
Q2 		$10.6K Buy
+21
New +$11.3K ﹤0.01% 487

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

VisionPoint Advisory Group's PH Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Parker-Hannifin (PH) stake by 12% in Q2 2026, selling an estimated $32.1K and leaving 249 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #408.

VisionPoint Advisory Group first reported a position in PH in Q2 2024 and has held it in 6 quarters since. The position peaked at $339K in Q4 2025. 374 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • VisionPoint Advisory Group held 249 shares of Parker-Hannifin worth $244K as of Q2 2026.
  • VisionPoint Advisory Group sold 35 Parker-Hannifin shares in Q2 2026, an estimated $32.1K.
  • Parker-Hannifin made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #408 holding.
  • VisionPoint Advisory Group first reported a position in Parker-Hannifin in Q2 2024 and has held it in 6 quarters since.
  • VisionPoint Advisory Group's Parker-Hannifin position peaked at $339K in Q4 2025.
  • 374 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.