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

Wealthcare Capital 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 		$628K Buy
642
+2
+0.3% +$1.83K 0.26% 81
2026
Q1 		$573K Buy
640
+1
+0.2% +$946 0.27% 75
2025
Q4 		$562K Buy
639
+1
+0.2% +$818 0.26% 76
2025
Q3 		$484K Sell
638
-5
-0.8% -$3.69K 0.22% 84
2025
Q2 		$449K Sell
643
-6
-0.9% -$3.79K 0.23% 79
2025
Q1 		$394K Buy
649
+26
+4% +$17K 0.2% 82
2024
Q4 		$396K Buy
+623
New +$413K 0.21% 76

Other funds holding PH

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Wealthcare Capital Partners increased its Parker-Hannifin (PH) stake by 0.31% in Q2 2026, buying an estimated $1.83K and bringing the position to 642 shares worth $628K. The position accounts for 0.26% of the portfolio, ranked #81.

Wealthcare Capital Partners first reported a position in PH in Q4 2024 and has held it in 7 quarters since. 861 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Wealthcare Capital Partners held 642 shares of Parker-Hannifin worth $628K as of Q2 2026.
  • Wealthcare Capital Partners bought 2 Parker-Hannifin shares in Q2 2026, an estimated $1.83K.
  • Parker-Hannifin made up 0.26% of Wealthcare Capital Partners's portfolio in Q2 2026, its #81 holding.
  • Wealthcare Capital Partners first reported a position in Parker-Hannifin in Q4 2024 and has held it in 7 quarters since.
  • 861 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

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