WH
PH icon

Willner & Heller’s Parker-Hannifin PH Stock Holding History

Willner & Heller’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 		$318K Buy
325
+1
+0.3% +$916 0.2% 131
2026
Q1 		$290K Buy
324
+1
+0.3% +$946 0.22% 135
2025
Q4 		$284K Sell
323
-23
-7% -$18.8K 0.2% 138
2025
Q3 		$262K Buy
+346
New +$255K 0.2% 139

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

Willner & Heller's PH Position: Q2 2026 in Review

Willner & Heller increased its Parker-Hannifin (PH) stake by 0.31% in Q2 2026, buying an estimated $916 and bringing the position to 325 shares worth $318K. The position accounts for 0.2% of the portfolio, ranked #131.

Willner & Heller first reported a position in PH in Q3 2025 and has held it in 4 quarters since. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Willner & Heller held 325 shares of Parker-Hannifin worth $318K as of Q2 2026.
  • Willner & Heller bought 1 Parker-Hannifin share in Q2 2026, an estimated $916.
  • Parker-Hannifin made up 0.2% of Willner & Heller's portfolio in Q2 2026, its #131 holding.
  • Willner & Heller first reported a position in Parker-Hannifin in Q3 2025 and has held it in 4 quarters since.
  • 396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.