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WealthPoint Financial’s Parker-Hannifin PH Stock Holding History

WealthPoint Financial’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 		$609K Buy
622
+10
+2% +$9.16K 0.44% 55
2026
Q1 		$548K Buy
612
+105
+21% +$99.4K 0.46% 56
2025
Q4 		$446K Buy
+507
New +$415K 0.39% 62

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

WealthPoint Financial's PH Position: Q2 2026 in Review

WealthPoint Financial increased its Parker-Hannifin (PH) stake by 1.6% in Q2 2026, buying an estimated $9.16K and bringing the position to 622 shares worth $609K. The position accounts for 0.44% of the portfolio, ranked #55.

WealthPoint Financial first reported a position in PH in Q4 2025 and has held it in 3 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • WealthPoint Financial held 622 shares of Parker-Hannifin worth $609K as of Q2 2026.
  • WealthPoint Financial bought 10 Parker-Hannifin shares in Q2 2026, an estimated $9.16K.
  • Parker-Hannifin made up 0.44% of WealthPoint Financial's portfolio in Q2 2026, its #55 holding.
  • WealthPoint Financial first reported a position in Parker-Hannifin in Q4 2025 and has held it in 3 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.