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W Advisors LLC’s Parker-Hannifin PH Stock Holding History

W Advisors LLC’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 		$588K Hold
601
– – 0.27% 79
2026
Q1 		$538K Buy
601
+1
+0.2% +$946 0.28% 75
2025
Q4 		$527K Sell
600
-1
-0.2% -$818 0.27% 77
2025
Q3 		$456K Buy
601
+12
+2% +$8.85K 0.24% 83
2025
Q2 		$411K Sell
589
-20
-3% -$12.6K 0.24% 83
2025
Q1 		$370K Buy
609
+22
+4% +$14.4K 0.23% 85
2024
Q4 		$373K Buy
587
+6
+1% +$3.97K 0.23% 83
2024
Q3 		$367K Buy
581
+19
+3% +$10.8K 0.23% 84
2024
Q2 		$284K Buy
+562
New +$301K 0.19% 97

Other funds holding PH

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

W Advisors LLC's PH Position: Q2 2026 in Review

W Advisors LLC held its Parker-Hannifin (PH) position steady in Q2 2026 at 601 shares worth $588K. The position accounts for 0.27% of the portfolio, ranked #79.

W Advisors LLC first reported a position in PH in Q2 2024 and has held it in 9 quarters since. 845 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • W Advisors LLC held 601 shares of Parker-Hannifin worth $588K as of Q2 2026.
  • W Advisors LLC left its Parker-Hannifin share count unchanged in Q2 2026.
  • Parker-Hannifin made up 0.27% of W Advisors LLC's portfolio in Q2 2026, its #79 holding.
  • W Advisors LLC first reported a position in Parker-Hannifin in Q2 2024 and has held it in 9 quarters since.
  • 845 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.