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

Compass 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	$287K	Hold	300	–	–	0.06%	154
2026 Q2	$293K	Buy	+300	New	+$275K	0.06%	155
2025 Q4	–	Sell	-300	Closed	-$227K	–	130
2025 Q3	$227K	Hold	300	–	–	0.05%	144
2025 Q2	$210K	Hold	300	–	–	0.05%	148
2025 Q1	$182K	Hold	300	–	–	0.05%	154
2024 Q4	$191K	Hold	300	–	–	0.05%	153
2024 Q3	$190K	Hold	300	–	–	0.04%	159
2024 Q2	$152K	Hold	300	–	–	0.04%	165
2024 Q1	$167K	Hold	300	–	–	0.04%	169
2023 Q4	$138K	Hold	300	–	–	0.04%	171
2023 Q3	$117K	Hold	300	–	–	0.04%	173
2023 Q2	$117K	Hold	300	–	–	0.04%	175
2023 Q1	$101K	Hold	300	–	–	0.03%	185
2022 Q4	$87.3K	Buy	+300	New	+$85.9K	0.03%	191

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

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

Compass Wealth Management held its Parker-Hannifin (PH) position steady in Q3 2026 at 300 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #154.

Compass Wealth Management first reported a position in PH in Q4 2022 and has held it in 14 quarters since. The position peaked at $293K in Q2 2026. 527 funds tracked by Wall St. Rank hold PH as of Q3 2026.

Compass Wealth Management held 300 shares of Parker-Hannifin worth $287K as of Q3 2026.
Compass Wealth Management left its Parker-Hannifin share count unchanged in Q3 2026.
Parker-Hannifin made up 0.06% of Compass Wealth Management's portfolio in Q3 2026, its #154 holding.
Compass Wealth Management first reported a position in Parker-Hannifin in Q4 2022 and has held it in 14 quarters since.
Compass Wealth Management's Parker-Hannifin position peaked at $293K in Q2 2026.
527 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.