XML Financial’s Parker-Hannifin PH Stock Holding History

XML Financial’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	$378K	Buy	386 +15	+4%	+$13.7K	0.03%	327
2026 Q1	$332K	Sell	371 -36	-9%	-$34.1K	0.03%	325
2025 Q4	$358K	Buy	+407	New	+$333K	0.03%	312

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

XML Financial's PH Position: Q2 2026 in Review

XML Financial increased its Parker-Hannifin (PH) stake by 4% in Q2 2026, buying an estimated $13.7K and bringing the position to 386 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #327.

XML Financial 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.

XML Financial held 386 shares of Parker-Hannifin worth $378K as of Q2 2026.
XML Financial bought 15 Parker-Hannifin shares in Q2 2026, an estimated $13.7K.
Parker-Hannifin made up 0.03% of XML Financial's portfolio in Q2 2026, its #327 holding.
XML Financial 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 XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.