Wealth Enhancement Advisory Services
PH icon

Wealth Enhancement Advisory Services’s Parker-Hannifin PH Stock Holding History

Wealth Enhancement Advisory Services’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 		$19M Buy
46,177
+2,955
+7% +$2.71M 0.03% 454
2026
Q1 		$15.9M Buy
43,222
+10,096
+30% +$9.56M 0.03% 456
2025
Q4 		$31.5M Buy
33,126
+271
+0.8% +$222K 0.04% 355
2025
Q3 		$24.7M Sell
32,855
-116
-0.4% -$85.6K 0.04% 398
2025
Q2 		$23.7M Buy
32,971
+5,797
+21% +$3.66M 0.04% 377
2025
Q1 		$16.5M Sell
27,174
-834
-3% -$545K 0.03% 453
2024
Q4 		$17.8M Buy
28,008
+255
+0.9% +$169K 0.03% 395
2024
Q3 		$17.5M Buy
27,753
+464
+2% +$264K 0.04% 376
2024
Q2 		$13.8M Sell
27,289
-749
-3% -$402K 0.03% 409
2024
Q1 		$15.6M Buy
28,038
+6
+0% +$3.05K 0.04% 372
2023
Q4 		$12.9M Sell
28,032
-920
-3% -$383K 0.04% 376
2023
Q3 		$11.3M Buy
+28,952
New +$11.6M 0.04% 382

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

Wealth Enhancement Advisory Services's PH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Parker-Hannifin (PH) stake by 6.8% in Q2 2026, buying an estimated $2.71M and bringing the position to 46,177 shares worth $19M. The position accounts for 0.03% of the portfolio, ranked #454.

Wealth Enhancement Advisory Services first reported a position in PH in Q3 2023 and has held it in 12 quarters since. The position peaked at $31.5M in Q4 2025. 385 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 46,177 shares of Parker-Hannifin worth $19M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,955 Parker-Hannifin shares in Q2 2026, an estimated $2.71M.
  • Parker-Hannifin made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #454 holding.
  • Wealth Enhancement Advisory Services first reported a position in Parker-Hannifin in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Parker-Hannifin position peaked at $31.5M in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.