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Wellspring Financial Advisors’s Parker-Hannifin PH Stock Holding History

Wellspring Financial 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 		$449K Sell
459
-14
-3% -$12.8K 0.03% 180
2026
Q1 		$423K Sell
473
-50
-10% -$47.3K 0.03% 174
2025
Q4 		$461K Buy
+523
New +$428K 0.04% 149
2024
Q4 		– Sell
-752
Closed -$475K – 169
2024
Q3 		$475K Buy
+752
New +$427K 0.06% 86

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

Wellspring Financial Advisors's PH Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Parker-Hannifin (PH) stake by 3% in Q2 2026, selling an estimated $12.8K and leaving 459 shares worth $449K. The position accounts for 0.03% of the portfolio, ranked #180.

Wellspring Financial Advisors first reported a position in PH in Q3 2024 and has held it in 4 quarters since. The position peaked at $475K in Q3 2024. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Wellspring Financial Advisors held 459 shares of Parker-Hannifin worth $449K as of Q2 2026.
  • Wellspring Financial Advisors sold 14 Parker-Hannifin shares in Q2 2026, an estimated $12.8K.
  • Parker-Hannifin made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #180 holding.
  • Wellspring Financial Advisors first reported a position in Parker-Hannifin in Q3 2024 and has held it in 4 quarters since.
  • Wellspring Financial Advisors's Parker-Hannifin position peaked at $475K in Q3 2024.
  • 396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.