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Williams Jones Wealth Management’s Parker-Hannifin PH Stock Holding History

Williams Jones Wealth Management’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 		$18.6M Buy
19,042
+247
+1% +$226K 0.21% 72
2026
Q1 		$16.8M Sell
18,795
-254
-1% -$240K 0.21% 73
2025
Q4 		$16.7M Buy
19,049
+231
+1% +$189K 0.19% 72
2025
Q3 		$14.3M Sell
18,818
-970
-5% -$716K 0.16% 80
2025
Q2 		$13.8M Buy
19,788
+86
+0.4% +$54.3K 0.17% 84
2025
Q1 		$12M Sell
19,702
-180
-0.9% -$118K 0.15% 91
2024
Q4 		$12.6M Sell
19,882
-353
-2% -$234K 0.15% 90
2024
Q3 		$12.8M Buy
20,235
+25
+0.1% +$14.2K 0.15% 95
2024
Q2 		$10.2M Buy
20,210
+979
+5% +$525K 0.13% 102
2024
Q1 		$10.7M Sell
19,231
-890
-4% -$452K 0.14% 99
2023
Q4 		$9.27M Sell
20,121
-476
-2% -$198K 0.13% 106
2023
Q3 		$8.02M Sell
20,597
-849
-4% -$341K 0.12% 110
2023
Q2 		$8.36M Buy
21,446
+734
+4% +$248K 0.13% 111
2023
Q1 		$6.96M Buy
20,712
+21
+0.1% +$6.95K 0.11% 124
2022
Q4 		$6.02M Sell
20,691
-658
-3% -$188K 0.1% 130
2022
Q3 		$5.17M Sell
21,349
-602
-3% -$163K 0.09% 134
2022
Q2 		$5.4M Buy
21,951
+3
+0% +$803 0.09% 139
2022
Q1 		$6.23M Buy
21,948
+146
+0.7% +$44K 0.09% 131
2021
Q4 		$6.94M Buy
21,802
+25
+0.1% +$7.73K 0.09% 123
2021
Q3 		$6.09M Buy
21,777
+55
+0.3% +$16.4K 0.09% 130
2021
Q2 		$6.67M Buy
21,722
+218
+1% +$67.5K 0.09% 124
2021
Q1 		$6.78M Buy
21,504
+1,230
+6% +$355K 0.11% 120
2020
Q4 		$5.52M Buy
20,274
+400
+2% +$99.1K 0.09% 124
2020
Q3 		$4.02M Buy
+19,874
New +$3.91M 0.07% 129

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

Williams Jones Wealth Management's PH Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Parker-Hannifin (PH) stake by 1.3% in Q2 2026, buying an estimated $226K and bringing the position to 19,042 shares worth $18.6M. The position accounts for 0.21% of the portfolio, ranked #72.

Williams Jones Wealth Management first reported a position in PH in Q3 2020 and has held it in 24 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Williams Jones Wealth Management held 19,042 shares of Parker-Hannifin worth $18.6M as of Q2 2026.
  • Williams Jones Wealth Management bought 247 Parker-Hannifin shares in Q2 2026, an estimated $226K.
  • Parker-Hannifin made up 0.21% of Williams Jones Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Williams Jones Wealth Management first reported a position in Parker-Hannifin in Q3 2020 and has held it in 24 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.