West Branch Capital’s Parker-Hannifin PH Stock Holding History

West Branch Capital’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	$39.1K	Hold	40	–	–	0.01%	148
2026 Q1	$35.8K	Hold	40	–	–	0.01%	145
2025 Q4	$35.2K	Hold	40	–	–	0.01%	153
2025 Q3	$30.3K	Hold	40	–	–	0.01%	171
2025 Q2	$27.9K	Sell	40 -177	-82%	-$112K	0.01%	183
2025 Q1	$132K	Buy	217 +177	+443%	+$116K	0.04%	101
2024 Q4	$25.4K	Hold	40	–	–	0.01%	203
2024 Q3	$25.3K	Buy	+40	New	+$22.7K	0.01%	208
2024 Q1	–	Sell	-8	Closed	-$3.69K	–	440
2023 Q4	$3.69K	Buy	+8	New	+$3.33K	﹤0.01%	358

Other funds holding PH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

West Branch Capital's PH Position: Q2 2026 in Review

West Branch Capital held its Parker-Hannifin (PH) position steady in Q2 2026 at 40 shares worth $39.1K. The position accounts for 0.01% of the portfolio, ranked #148.

West Branch Capital first reported a position in PH in Q4 2023 and has held it in 9 quarters since. The position peaked at $132K in Q1 2025. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

West Branch Capital held 40 shares of Parker-Hannifin worth $39.1K as of Q2 2026.
West Branch Capital left its Parker-Hannifin share count unchanged in Q2 2026.
Parker-Hannifin made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #148 holding.
West Branch Capital first reported a position in Parker-Hannifin in Q4 2023 and has held it in 9 quarters since.
West Branch Capital's Parker-Hannifin position peaked at $132K in Q1 2025.
396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.