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Baker Tilly Wealth Management’s Parker-Hannifin PH Stock Holding History

Baker Tilly 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 		– Sell
-211
Closed -$206K – 305
2026
Q2 		$206K Sell
211
-24
-10% -$22K 0.04% 278
2026
Q1 		$210K Sell
235
-13
-5% -$12.3K 0.05% 271
2025
Q4 		$218K Buy
+248
New +$203K 0.05% 268
2024
Q2 		– Sell
-686
Closed -$381K – 381
2024
Q1 		$381K Sell
686
-8
-1% -$4.07K 0.07% 312
2023
Q4 		$320K Sell
694
-81
-10% -$33.7K 0.05% 375
2023
Q3 		$302K Sell
775
-1,467
-65% -$590K 0.05% 366
2023
Q2 		$874K Sell
2,242
-190
-8% -$64.3K 0.09% 225
2023
Q1 		$817K Sell
2,432
-8
-0.3% -$2.65K 0.09% 235
2022
Q4 		$710K Buy
2,440
+46
+2% +$13.2K 0.09% 253
2022
Q3 		$580K Sell
2,394
-32
-1% -$8.66K 0.08% 261
2022
Q2 		$597K Sell
2,426
-46
-2% -$12.3K 0.08% 258
2022
Q1 		$701K Sell
2,472
-203
-8% -$61.2K 0.08% 260
2021
Q4 		$851K Buy
2,675
+213
+9% +$65.9K 0.09% 238
2021
Q3 		$688K Sell
2,462
-67
-3% -$19.9K 0.09% 249
2021
Q2 		$777K Buy
2,529
+31
+1% +$9.6K 0.13% 183
2021
Q1 		$788K Buy
+2,498
New +$721K 0.16% 163

Other funds holding PH

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Baker Tilly Wealth Management's PH Position: Q3 2026 in Review

Baker Tilly Wealth Management sold out of Parker-Hannifin (PH) in Q3 2026, closing a stake of 211 shares — an estimated $206K sold.

Baker Tilly Wealth Management first reported a position in PH in Q1 2021 and held it in 16 quarters. The position peaked at $874K in Q2 2023. 62 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Baker Tilly Wealth Management reported no remaining Parker-Hannifin position as of Q3 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 211 Parker-Hannifin shares in Q3 2026, an estimated $206K.
  • Baker Tilly Wealth Management first reported a position in Parker-Hannifin in Q1 2021 and held it in 16 quarters.
  • Baker Tilly Wealth Management's Parker-Hannifin position peaked at $874K in Q2 2023.
  • 62 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.