Avidian Wealth Enterprises’s Parker-Hannifin PH Stock Holding History

Avidian Wealth Enterprises’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	$836K	Buy	875 +224	+34%	+$220K	0.02%	358
2026 Q2	$636K	Buy	651 +20	+3%	+$18.3K	0.02%	422
2026 Q1	$565K	Buy	631 +157	+33%	+$149K	0.02%	409
2025 Q4	$417K	Buy	474 +37	+8%	+$30.3K	0.02%	413
2025 Q3	$332K	Buy	437 +85	+24%	+$62.7K	0.01%	449
2025 Q2	$246K	Buy	+352	New	+$222K	0.01%	479
2025 Q1	–	Sell	-366	Closed	-$233K	–	541
2024 Q4	$233K	Buy	+366	New	+$242K	0.01%	454
2019 Q2	–	Sell	-3,928	Closed	-$674K	–	159
2019 Q1	$674K	Buy	+3,928	New	+$651K	0.15%	52
2018 Q4	–	Sell	-4,148	Closed	-$763K	–	115
2018 Q3	$763K	Buy	+4,148	New	+$713K	0.24%	41

Other funds holding PH

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Avidian Wealth Enterprises's PH Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Parker-Hannifin (PH) stake by 34% in Q3 2026, buying an estimated $220K and bringing the position to 875 shares worth $836K. The position accounts for 0.02% of the portfolio, ranked #358.

Avidian Wealth Enterprises first reported a position in PH in Q3 2018 and has held it in 9 quarters since. 1,339 funds tracked by Wall St. Rank hold PH as of Q3 2026.

Avidian Wealth Enterprises held 875 shares of Parker-Hannifin worth $836K as of Q3 2026.
Avidian Wealth Enterprises bought 224 Parker-Hannifin shares in Q3 2026, an estimated $220K.
Parker-Hannifin made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #358 holding.
Avidian Wealth Enterprises first reported a position in Parker-Hannifin in Q3 2018 and has held it in 9 quarters since.
1,339 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.