Altus Wealth Group’s Parker-Hannifin PH Stock Holding History

Altus Wealth Group’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	$330K	Sell	345 -20	-5%	-$19.6K	0.12%	99
2026 Q2	$357K	Buy	365 +28	+8%	+$25.6K	0.13%	106
2026 Q1	$302K	Sell	337 -9	-3%	-$8.52K	0.12%	105
2025 Q4	$304K	Hold	346	–	–	0.12%	107
2025 Q3	$262K	Hold	346	–	–	0.11%	116
2025 Q2	$242K	Buy	346 +2	+0.6%	+$1.26K	0.11%	113
2025 Q1	$209K	Sell	344 -2	-0.6%	-$1.31K	0.1%	126
2024 Q4	$220K	Hold	346	–	–	0.1%	132
2024 Q3	$219K	Buy	+346	New	+$197K	0.09%	129

Other funds holding PH

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Altus Wealth Group's PH Position: Q3 2026 in Review

Altus Wealth Group reduced its Parker-Hannifin (PH) stake by 5.5% in Q3 2026, selling an estimated $19.6K and leaving 345 shares worth $330K. The position accounts for 0.12% of the portfolio, ranked #99.

Altus Wealth Group first reported a position in PH in Q3 2024 and has held it in 9 quarters since. The position peaked at $357K in Q2 2026. 527 funds tracked by Wall St. Rank hold PH as of Q3 2026.

Altus Wealth Group held 345 shares of Parker-Hannifin worth $330K as of Q3 2026.
Altus Wealth Group sold 20 Parker-Hannifin shares in Q3 2026, an estimated $19.6K.
Parker-Hannifin made up 0.12% of Altus Wealth Group's portfolio in Q3 2026, its #99 holding.
Altus Wealth Group first reported a position in Parker-Hannifin in Q3 2024 and has held it in 9 quarters since.
Altus Wealth Group's Parker-Hannifin position peaked at $357K in Q2 2026.
527 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

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