Wealthquest’s Parker-Hannifin PH Stock Holding History

Wealthquest’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	$555K	Buy	567 +35	+7%	+$32.1K	0.04%	91
2026 Q1	$476K	Sell	532 -14	-3%	-$13.3K	0.03%	88
2025 Q4	$480K	Buy	+546	New	+$447K	0.04%	85
2025 Q3	–	Sell	-546	Closed	-$381K	–	106
2025 Q2	$381K	Buy	546 +7	+1%	+$4.42K	0.03%	91
2025 Q1	$328K	Sell	539 -8	-1%	-$5.23K	0.03%	95
2024 Q4	$348K	Buy	547 +12	+2%	+$7.95K	0.03%	91
2024 Q3	$337K	Buy	535 +3	+0.6%	+$1.7K	0.03%	95
2024 Q2	$269K	Hold	532	–	–	0.03%	104
2024 Q1	$296K	Buy	532 +4	+0.8%	+$2.03K	0.03%	106
2023 Q4	$243K	Hold	528	–	–	0.03%	121
2023 Q3	$206K	Hold	528	–	–	0.03%	124
2023 Q2	$206K	Buy	+528	New	+$179K	0.02%	117
2019 Q4	$212K	Buy	+1,033	New	+$200K	0.06%	128

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wealthquest's PH Position: Q2 2026 in Review

Wealthquest increased its Parker-Hannifin (PH) stake by 6.6% in Q2 2026, buying an estimated $32.1K and bringing the position to 567 shares worth $555K. The position accounts for 0.04% of the portfolio, ranked #91.

Wealthquest first reported a position in PH in Q4 2019 and has held it in 13 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Wealthquest held 567 shares of Parker-Hannifin worth $555K as of Q2 2026.
Wealthquest bought 35 Parker-Hannifin shares in Q2 2026, an estimated $32.1K.
Parker-Hannifin made up 0.04% of Wealthquest's portfolio in Q2 2026, its #91 holding.
Wealthquest first reported a position in Parker-Hannifin in Q4 2019 and has held it in 13 quarters since.
1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.