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Wilkerson Advisory Group’s Parker-Hannifin PH Stock Holding History

Wilkerson Advisory Group’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 		$45K Sell
46
-3
-6% -$2.75K 0.01% 241
2026
Q1 		$43.9K Buy
49
+29
+145% +$27.4K 0.02% 216
2025
Q4 		$17.6K Buy
+20
New +$16.4K 0.01% 257

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Wilkerson Advisory Group's PH Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Parker-Hannifin (PH) stake by 6.1% in Q2 2026, selling an estimated $2.75K and leaving 46 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #241.

Wilkerson Advisory Group first reported a position in PH in Q4 2025 and has held it in 3 quarters since. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Wilkerson Advisory Group held 46 shares of Parker-Hannifin worth $45K as of Q2 2026.
  • Wilkerson Advisory Group sold 3 Parker-Hannifin shares in Q2 2026, an estimated $2.75K.
  • Parker-Hannifin made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #241 holding.
  • Wilkerson Advisory Group first reported a position in Parker-Hannifin in Q4 2025 and has held it in 3 quarters since.
  • 1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.