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Compass Wealth Management (Georgia)’s Parker-Hannifin PH Stock Holding History

Compass Wealth Management (Georgia)’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
Q2 		$237K Hold
242
– – 0.09% 68
2026
Q1 		$217K Hold
242
– – 0.09% 69
2025
Q4 		$213K Buy
+242
New +$198K 0.09% 65

Other funds holding PH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Compass Wealth Management (Georgia)'s PH Position: Q2 2026 in Review

Compass Wealth Management (Georgia) held its Parker-Hannifin (PH) position steady in Q2 2026 at 242 shares worth $237K. The position accounts for 0.09% of the portfolio, ranked #68.

Compass Wealth Management (Georgia) first reported a position in PH in Q4 2025 and has held it in 3 quarters since. 396 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Compass Wealth Management (Georgia) held 242 shares of Parker-Hannifin worth $237K as of Q2 2026.
  • Compass Wealth Management (Georgia) left its Parker-Hannifin share count unchanged in Q2 2026.
  • Parker-Hannifin made up 0.09% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #68 holding.
  • Compass Wealth Management (Georgia) first reported a position in Parker-Hannifin in Q4 2025 and has held it in 3 quarters since.
  • 396 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.