ZF
PH icon

Zhang Financial’s Parker-Hannifin PH Stock Holding History

Zhang 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 		$1.71M Buy
1,745
+102
+6% +$93.4K 0.05% 152
2026
Q1 		$1.47M Sell
1,643
-60
-4% -$56.8K 0.05% 157
2025
Q4 		$1.5M Sell
1,703
-2,635
-61% -$2.16M 0.06% 150
2025
Q3 		$3.29M Sell
4,338
-12
-0.3% -$8.85K 0.13% 84
2025
Q2 		$3.04M Buy
4,350
+2,997
+222% +$1.89M 0.14% 83
2025
Q1 		$822K Buy
+1,353
New +$885K 0.04% 178
2021
Q2 		– Sell
-644
Closed -$203K – 146
2021
Q1 		$203K Sell
644
-445
-41% -$128K 0.05% 126
2020
Q4 		$297K Hold
1,089
– – 0.09% 87
2020
Q3 		$220K Hold
1,089
– – 0.08% 92
2020
Q2 		$200K Buy
+1,089
New +$176K 0.08% 89
2020
Q1 		– Sell
-1,089
Closed -$224K – 103
2019
Q4 		$224K Buy
+1,089
New +$211K 0.09% 92
2018
Q4 		– Sell
-1,082
Closed -$200K – 85
2018
Q3 		$200K Buy
+1,082
New +$186K 0.1% 75
2018
Q2 		– Sell
-1,405
Closed -$234K – 78
2018
Q1 		$234K Buy
1,405
+4
+0.3% +$758 0.12% 71
2017
Q4 		$288K Buy
1,401
+3
+0.2% +$558 0.14% 65
2017
Q3 		$248K Sell
1,398
-175
-11% -$28.7K 0.13% 69
2017
Q2 		$257K Buy
1,573
+172
+12% +$27.3K 0.14% 67
2017
Q1 		$288K Sell
1,401
-164
-10% -$24.9K 0.14% 62
2016
Q4 		$223K Buy
+1,565
New +$208K 0.12% 70
2015
Q2 		– Sell
-2,285
Closed -$271K – 68
2015
Q1 		$271K Buy
2,285
+5
+0.2% +$606 0.17% 58
2014
Q4 		$294K Buy
+2,280
New +$280K 0.19% 53

Other funds holding PH

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 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

Zhang Financial's PH Position: Q2 2026 in Review

Zhang Financial increased its Parker-Hannifin (PH) stake by 6.2% in Q2 2026, buying an estimated $93.4K and bringing the position to 1,745 shares worth $1.71M. The position accounts for 0.05% of the portfolio, ranked #152.

Zhang Financial first reported a position in PH in Q4 2014 and has held it in 20 quarters since. The position peaked at $3.29M in Q3 2025. 861 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Zhang Financial held 1,745 shares of Parker-Hannifin worth $1.71M as of Q2 2026.
  • Zhang Financial bought 102 Parker-Hannifin shares in Q2 2026, an estimated $93.4K.
  • Parker-Hannifin made up 0.05% of Zhang Financial's portfolio in Q2 2026, its #152 holding.
  • Zhang Financial first reported a position in Parker-Hannifin in Q4 2014 and has held it in 20 quarters since.
  • Zhang Financial's Parker-Hannifin position peaked at $3.29M in Q3 2025.
  • 861 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.