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Wealth Management Associates’s Parker-Hannifin PH Stock Holding History

Wealth Management Associates’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 		$352K Hold
360
– – 0.1% 175
2026
Q1 		$322K Hold
360
– – 0.11% 167
2025
Q4 		$316K Hold
360
– – 0.11% 170
2025
Q3 		$273K Hold
360
– – 0.1% 185
2025
Q2 		$251K Sell
360
-8
-2% -$5.05K 0.1% 186
2025
Q1 		$224K Hold
368
– – 0.1% 191
2024
Q4 		$234K Hold
368
– – 0.1% 181
2024
Q3 		$233K Buy
+368
New +$209K 0.1% 185
2024
Q1 		– Sell
-486
Closed -$224K – 217
2023
Q4 		$224K Buy
+486
New +$202K 0.12% 176

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

Wealth Management Associates's PH Position: Q2 2026 in Review

Wealth Management Associates held its Parker-Hannifin (PH) position steady in Q2 2026 at 360 shares worth $352K. The position accounts for 0.1% of the portfolio, ranked #175.

Wealth Management Associates first reported a position in PH in Q4 2023 and has held it in 9 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Wealth Management Associates held 360 shares of Parker-Hannifin worth $352K as of Q2 2026.
  • Wealth Management Associates left its Parker-Hannifin share count unchanged in Q2 2026.
  • Parker-Hannifin made up 0.1% of Wealth Management Associates's portfolio in Q2 2026, its #175 holding.
  • Wealth Management Associates first reported a position in Parker-Hannifin in Q4 2023 and has held it in 9 quarters since.
  • 1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.