RAFFA WEALTH MANAGEMENT, LLC’s Parker-Hannifin PH Stock Holding History

RAFFA WEALTH MANAGEMENT, 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	$24.5K	Sell	25 -15	-38%	-$13.7K	﹤0.01%	253
2026 Q1	$35.8K	Buy	40 +16	+67%	+$15.1K	0.01%	192
2025 Q4	$21.1K	Hold	24	–	–	﹤0.01%	254
2025 Q3	$18.2K	Buy	24 +6	+33%	+$4.43K	﹤0.01%	271
2025 Q2	$12.6K	Sell	18 -4	-18%	-$2.53K	﹤0.01%	332
2025 Q1	$13.4K	Hold	22	–	–	﹤0.01%	275
2024 Q4	$14K	Sell	22 -3	-12%	-$1.99K	﹤0.01%	275
2024 Q3	$15.8K	Hold	25	–	–	﹤0.01%	257
2024 Q2	$12.6K	Hold	25	–	–	﹤0.01%	406
2024 Q1	$13.9K	Hold	25	–	–	﹤0.01%	377
2023 Q4	$11.5K	Hold	25	–	–	﹤0.01%	275
2023 Q3	$9.74K	Sell	25 -20	-44%	-$8.04K	﹤0.01%	281
2023 Q2	$17.6K	Hold	45	–	–	0.01%	214
2023 Q1	$15.1K	Hold	45	–	–	0.01%	239
2022 Q4	$13.1K	Hold	45	–	–	0.01%	248
2022 Q3	$10.9K	Hold	45	–	–	﹤0.01%	271
2022 Q2	$11.1K	Hold	45	–	–	0.01%	275
2022 Q1	$12.8K	Hold	45	–	–	﹤0.01%	264
2021 Q4	$14.3K	Hold	45	–	–	﹤0.01%	253
2021 Q3	$12.6K	Buy	45 +10	+29%	+$2.98K	﹤0.01%	233
2021 Q2	$10.7K	Sell	35 -433	-93%	-$134K	﹤0.01%	256
2021 Q1	$148K	Buy	468 +3	+0.6%	+$866	0.05%	80
2020 Q4	$127K	Buy	465 +2	+0.4%	+$495	0.05%	81
2020 Q3	$93.7K	Hold	463	–	–	0.04%	86
2020 Q2	$84.9K	Sell	463 -79	-15%	-$12.7K	0.03%	88
2020 Q1	$70.3K	Sell	542 -350	-39%	-$63.4K	0.03%	87
2019 Q4	$184K	Hold	892	–	–	0.06%	80
2019 Q3	$161K	Buy	+892	New	+$152K	0.06%	81
2019 Q2	–	Sell	-1,192	Closed	-$205K	–	1215
2019 Q1	$205K	Buy	1,192 +393	+49%	+$65.2K	0.08%	56
2018 Q4	$119K	Sell	799 -511	-39%	-$82.7K	0.05%	89
2018 Q3	$241K	Buy	1,310 +393	+43%	+$67.5K	0.09%	75
2018 Q2	$143K	Sell	917 -589	-39%	-$100K	0.05%	82
2018 Q1	$258K	Buy	1,506 +22	+1%	+$4.17K	0.09%	66
2017 Q4	$296K	Hold	1,484	–	–	0.11%	67
2017 Q3	$260K	Hold	1,484	–	–	0.11%	73
2017 Q2	$237K	Hold	1,484	–	–	0.1%	74
2017 Q1	$238K	Sell	1,484 -5	-0.3%	-$759	0.12%	53
2016 Q4	$208K	Hold	1,489	–	–	0.11%	53
2016 Q3	$187K	Hold	1,489	–	–	0.1%	54
2016 Q2	$161K	Buy	1,489 +125	+9%	+$14K	0.09%	58
2016 Q1	$152K	Hold	1,364	–	–	0.09%	59
2015 Q4	$132K	Hold	1,364	–	–	0.08%	55
2015 Q3	$133K	Hold	1,364	–	–	0.08%	59
2015 Q2	$159K	Buy	1,364 +45	+3%	+$5.44K	0.09%	56
2015 Q1	$157K	Buy	1,319 +46	+4%	+$5.58K	0.09%	52
2014 Q4	$164K	Hold	1,273	–	–	0.1%	52
2014 Q3	$145K	Buy	1,273 +5	+0.4%	+$589	0.11%	54
2014 Q2	$159K	Buy	1,268 +84	+7%	+$10.5K	0.12%	52
2014 Q1	$142K	Sell	1,184 -89	-7%	-$10.7K	0.12%	54
2013 Q4	$164K	Buy	+1,273	New	+$148K	0.1%	52

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

RAFFA WEALTH MANAGEMENT, LLC's PH Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Parker-Hannifin (PH) stake by 38% in Q2 2026, selling an estimated $13.7K and leaving 25 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PH in Q4 2013 and has held it in 50 quarters since. The position peaked at $296K in Q4 2017. 626 funds tracked by Wall St. Rank hold PH as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 25 shares of Parker-Hannifin worth $24.5K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 15 Parker-Hannifin shares in Q2 2026, an estimated $13.7K.
Parker-Hannifin made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #253 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Parker-Hannifin in Q4 2013 and has held it in 50 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Parker-Hannifin position peaked at $296K in Q4 2017.
626 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.