Baron Wealth Management
PH icon

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

Baron 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 		$1.68M Sell
1,758
-11
-0.6% -$10.8K 0.43% 25
2026
Q2 		$1.73M Sell
1,769
-54
-3% -$49.5K 0.45% 27
2026
Q1 		$1.63M Buy
1,823
+39
+2% +$36.9K 0.49% 23
2025
Q4 		$1.57M Buy
1,784
+185
+12% +$151K 0.48% 23
2025
Q3 		$1.21M Buy
1,599
+64
+4% +$47.2K 0.4% 28
2025
Q2 		$1.07M Buy
1,535
+257
+20% +$162K 0.38% 31
2025
Q1 		$777K Buy
1,278
+218
+21% +$143K 0.34% 39
2024
Q4 		$674K Sell
1,060
-1
-0.1% -$662 0.32% 44
2024
Q3 		$671K Buy
1,061
+195
+23% +$111K 0.32% 44
2024
Q2 		$438K Buy
866
+126
+17% +$67.6K 0.23% 66
2024
Q1 		$411K Sell
740
-3
-0.4% -$1.52K 0.22% 72
2023
Q4 		$342K Buy
743
+7
+1% +$2.91K 0.19% 88
2023
Q3 		$287K Sell
736
-43
-6% -$17.3K 0.18% 96
2023
Q2 		$304K Buy
779
+2
+0.3% +$677 0.19% 92
2023
Q1 		$261K Buy
777
+11
+1% +$3.64K 0.18% 98
2022
Q4 		$223K Buy
+766
New +$219K 0.17% 116

Other funds holding PH

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

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

Baron Wealth Management reduced its Parker-Hannifin (PH) stake by 0.62% in Q3 2026, selling an estimated $10.8K and leaving 1,758 shares worth $1.68M. The position accounts for 0.43% of the portfolio, ranked #25.

Baron Wealth Management first reported a position in PH in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.73M in Q2 2026. 1,038 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Baron Wealth Management held 1,758 shares of Parker-Hannifin worth $1.68M as of Q3 2026.
  • Baron Wealth Management sold 11 Parker-Hannifin shares in Q3 2026, an estimated $10.8K.
  • Parker-Hannifin made up 0.43% of Baron Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Baron Wealth Management first reported a position in Parker-Hannifin in Q4 2022 and has held it in 16 quarters since.
  • Baron Wealth Management's Parker-Hannifin position peaked at $1.73M in Q2 2026.
  • 1,038 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.