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Wealth Preservation Advisors’s Parker-Hannifin PH Stock Holding History

Wealth Preservation 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 		– Sell
-45
Closed -$40.3K – 711
2026
Q1 		$40.3K Hold
45
– – 0.03% 196
2025
Q4 		$39.6K Hold
45
– – 0.02% 214
2025
Q3 		$34.1K Hold
45
– – 0.02% 209
2025
Q2 		$31.4K Hold
45
– – 0.02% 216
2025
Q1 		$27.4K Buy
+45
New +$29.4K 0.02% 230

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 Preservation Advisors's PH Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Parker-Hannifin (PH) in Q2 2026, closing a stake of 45 shares — an estimated $40.3K sold.

Wealth Preservation Advisors first reported a position in PH in Q1 2025 and held it in 5 quarters. The position peaked at $40.3K in Q1 2026. 1,983 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Parker-Hannifin position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 45 Parker-Hannifin shares in Q2 2026, an estimated $40.3K.
  • Wealth Preservation Advisors first reported a position in Parker-Hannifin in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Parker-Hannifin position peaked at $40.3K in Q1 2026.
  • 1,983 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

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