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Waverly Advisors’s Parker-Hannifin PH Stock Holding History

Waverly Advisors’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 		$4.23M Buy
4,327
+1,357
+46% +$1.24M 0.02% 492
2026
Q1 		$2.66M Buy
2,970
+17
+0.6% +$16.1K 0.02% 586
2025
Q4 		$2.6M Buy
2,953
+1,645
+126% +$1.35M 0.02% 529
2025
Q3 		$992K Sell
1,308
-48
-4% -$35.4K 0.01% 644
2025
Q2 		$947K Sell
1,356
-618
-31% -$390K 0.01% 628
2025
Q1 		$1.2M Buy
1,974
+1,052
+114% +$688K 0.01% 572
2024
Q4 		$586K Buy
+922
New +$611K 0.01% 647
2017
Q4 		– Sell
-1,413
Closed -$247K – 406
2017
Q3 		$247K Sell
1,413
-985
-41% -$162K 0.05% 193
2017
Q2 		$383K Buy
2,398
+40
+2% +$6.34K 0.1% 157
2017
Q1 		$378K Buy
+2,358
New +$358K 0.1% 155
2015
Q4 		– Sell
-1,222
Closed -$119K – 324
2015
Q3 		$119K Buy
1,222
+69
+6% +$7.49K 0.08% 68
2015
Q2 		$134K Hold
1,153
– – 0.08% 63
2015
Q1 		$137K Buy
1,153
+591
+105% +$71.6K 0.07% 56
2014
Q4 		$72K Hold
562
– – 0.04% 96
2014
Q3 		$64K Buy
562
+499
+792% +$58.8K 0.03% 192
2014
Q2 		$8K Hold
63
– – ﹤0.01% 494
2014
Q1 		$8K Sell
63
-181
-74% -$21.7K ﹤0.01% 470
2013
Q4 		$31K Sell
244
-129
-35% -$15K 0.01% 395
2013
Q3 		$41K Buy
+373
New +$38.4K 0.02% 279

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Waverly Advisors's PH Position: Q2 2026 in Review

Waverly Advisors increased its Parker-Hannifin (PH) stake by 46% in Q2 2026, buying an estimated $1.24M and bringing the position to 4,327 shares worth $4.23M. The position accounts for 0.02% of the portfolio, ranked #492.

Waverly Advisors first reported a position in PH in Q3 2013 and has held it in 19 quarters since. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Waverly Advisors held 4,327 shares of Parker-Hannifin worth $4.23M as of Q2 2026.
  • Waverly Advisors bought 1,357 Parker-Hannifin shares in Q2 2026, an estimated $1.24M.
  • Parker-Hannifin made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #492 holding.
  • Waverly Advisors first reported a position in Parker-Hannifin in Q3 2013 and has held it in 19 quarters since.
  • 1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.