Accurate Wealth Management
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Accurate Wealth Management’s Parker-Hannifin PH Stock Holding History

Accurate 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
Q3 		$3.21M Buy
3,365
+621
+23% +$610K 0.28% 74
2026
Q2 		$2.64M Buy
2,744
+489
+22% +$448K 0.25% 94
2026
Q1 		$2.22M Buy
2,255
+274
+14% +$259K 0.27% 88
2025
Q4 		$1.82M Buy
1,981
+149
+8% +$122K 0.23% 111
2025
Q3 		$1.35M Buy
1,832
+77
+4% +$56.8K 0.18% 133
2025
Q2 		$1.25M Buy
1,755
+75
+4% +$47.4K 0.19% 126
2025
Q1 		$950K Buy
1,680
+223
+15% +$146K 0.18% 120
2024
Q4 		$918K Buy
1,457
+227
+18% +$150K 0.18% 131
2024
Q3 		$785K Buy
1,230
+11
+0.9% +$6.25K 0.16% 139
2024
Q2 		$664K Buy
1,219
+609
+100% +$327K 0.16% 137
2024
Q1 		$326K Sell
610
-8
-1% -$4.06K 0.1% 195
2023
Q4 		$286K Sell
618
-18
-3% -$7.49K 0.09% 204
2023
Q3 		$256K Buy
+636
New +$256K 0.08% 215
2023
Q1 		– Sell
-134
Closed -$41.6K – 1083
2022
Q4 		$41.6K Buy
+134
New +$38.4K 0.02% 496

Other funds holding PH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Accurate Wealth Management's PH Position: Q3 2026 in Review

Accurate Wealth Management increased its Parker-Hannifin (PH) stake by 23% in Q3 2026, buying an estimated $610K and bringing the position to 3,365 shares worth $3.21M. The position accounts for 0.28% of the portfolio, ranked #74.

Accurate Wealth Management first reported a position in PH in Q4 2022 and has held it in 14 quarters since. 1,304 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Accurate Wealth Management held 3,365 shares of Parker-Hannifin worth $3.21M as of Q3 2026.
  • Accurate Wealth Management bought 621 Parker-Hannifin shares in Q3 2026, an estimated $610K.
  • Parker-Hannifin made up 0.28% of Accurate Wealth Management's portfolio in Q3 2026, its #74 holding.
  • Accurate Wealth Management first reported a position in Parker-Hannifin in Q4 2022 and has held it in 14 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.