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Wagner Wealth Management (South Carolina)’s Parker-Hannifin PH Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$617K Buy
630
+13
+2% +$11.9K 0.11% 84
2026
Q1 		$553K Buy
617
+1
+0.2% +$946 0.11% 79
2025
Q4 		$541K Sell
616
-72
-10% -$58.9K 0.12% 79
2025
Q3 		$521K Sell
688
-1
-0.1% -$738 0.12% 75
2025
Q2 		$481K Buy
689
+5
+0.7% +$3.16K 0.11% 77
2025
Q1 		$416K Buy
684
+2
+0.3% +$1.31K 0.1% 73
2024
Q4 		$434K Buy
682
+1
+0.1% +$662 0.11% 72
2024
Q3 		$430K Buy
681
+2
+0.3% +$1.14K 0.12% 69
2024
Q2 		$343K Buy
679
+2
+0.3% +$1.07K 0.1% 90
2024
Q1 		$376K Buy
677
+2
+0.3% +$1.02K 0.11% 86
2023
Q4 		$311K Hold
675
– – 0.1% 94
2023
Q3 		$263K Hold
675
– – 0.1% 96
2023
Q2 		$263K Sell
675
-60
-8% -$20.3K 0.1% 93
2023
Q1 		$247K Buy
+735
New +$243K 0.11% 99
2022
Q4 		– Sell
-675
Closed -$164K – 587
2022
Q3 		$164K Hold
675
– – 0.12% 111
2022
Q2 		$166K Buy
+675
New +$181K 0.13% 110
2022
Q1 		– Sell
-675
Closed -$215K – 540
2021
Q4 		$215K Hold
675
– – 0.16% 117
2021
Q3 		$200K Hold
675
– – 0.16% 119
2021
Q2 		$207K Hold
675
– – 0.15% 124
2021
Q1 		$213K Buy
+675
New +$195K 0.17% 108
2018
Q3 		$175K Hold
950
– – 0.12% 132
2018
Q2 		$148K Hold
950
– – 0.11% 140
2018
Q1 		$162K Hold
950
– – 0.12% 127
2017
Q4 		$198K Buy
+950
New +$177K 0.15% 109

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wagner Wealth Management (South Carolina)'s PH Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its Parker-Hannifin (PH) stake by 2.1% in Q2 2026, buying an estimated $11.9K and bringing the position to 630 shares worth $617K. The position accounts for 0.11% of the portfolio, ranked #84.

Wagner Wealth Management (South Carolina) first reported a position in PH in Q4 2017 and has held it in 24 quarters since. 1,967 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 630 shares of Parker-Hannifin worth $617K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 13 Parker-Hannifin shares in Q2 2026, an estimated $11.9K.
  • Parker-Hannifin made up 0.11% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #84 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Parker-Hannifin in Q4 2017 and has held it in 24 quarters since.
  • 1,967 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.