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Wealthcare Advisory Partners’s Parker-Hannifin PH Stock Holding History

Wealthcare Advisory Partners’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 		$209K Sell
214
-3,597
-94% -$3.3M ﹤0.01% 1027
2026
Q1 		$3.41M Sell
3,811
-12
-0.3% -$11.4K 0.07% 253
2025
Q4 		$3.36M Sell
3,823
-728
-16% -$596K 0.07% 248
2025
Q3 		$3.45M Sell
4,551
-208
-4% -$153K 0.07% 221
2025
Q2 		$3.32M Sell
4,759
-15
-0.3% -$9.48K 0.08% 216
2025
Q1 		$2.9M Sell
4,774
-263
-5% -$172K 0.08% 222
2024
Q4 		$3.2M Sell
5,037
-49
-1% -$32.4K 0.09% 189
2024
Q3 		$3.21M Sell
5,086
-30
-0.6% -$17K 0.09% 191
2024
Q2 		$2.59M Sell
5,116
-70
-1% -$37.5K 0.08% 206
2024
Q1 		$2.88M Buy
+5,186
New +$2.63M 0.09% 181
2021
Q2 		– Sell
-57
Closed -$18K – 1481
2021
Q1 		$18K Buy
+57
New +$16.5K ﹤0.01% 1240
2020
Q2 		– Sell
-52
Closed -$7K – 1066
2020
Q1 		$7K Buy
52
+18
+53% +$3.26K ﹤0.01% 1017
2019
Q4 		$7K Buy
+34
New +$6.59K ﹤0.01% 1041

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

Wealthcare Advisory Partners's PH Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Parker-Hannifin (PH) stake by 94% in Q2 2026, selling an estimated $3.3M and leaving 214 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Wealthcare Advisory Partners first reported a position in PH in Q4 2019 and has held it in 13 quarters since. The position peaked at $3.45M in Q3 2025. 341 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Wealthcare Advisory Partners held 214 shares of Parker-Hannifin worth $209K as of Q2 2026.
  • Wealthcare Advisory Partners sold 3,597 Parker-Hannifin shares in Q2 2026, an estimated $3.3M.
  • Parker-Hannifin made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1027 holding.
  • Wealthcare Advisory Partners first reported a position in Parker-Hannifin in Q4 2019 and has held it in 13 quarters since.
  • Wealthcare Advisory Partners's Parker-Hannifin position peaked at $3.45M in Q3 2025.
  • 341 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.