PSI
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Planning Strategies Inc.’s Parker-Hannifin PH Stock Holding History

Planning Strategies Inc.’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 		$3.91K Buy
+4
New +$3.66K ﹤0.01% 449

Other funds holding PH

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Planning Strategies Inc.'s PH Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Parker-Hannifin (PH) in Q2 2026: 4 shares worth $3.91K. The stake represents ﹤0.01% of the portfolio and ranks #449 among its holdings.

755 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Planning Strategies Inc. held 4 shares of Parker-Hannifin worth $3.91K as of Q2 2026.
  • Parker-Hannifin was a new Planning Strategies Inc. position in Q2 2026.
  • Parker-Hannifin made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #449 holding.
  • 755 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.