Cornerstone Planning Group’s Parker-Hannifin PH Stock Holding History

Cornerstone Planning Group’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	-142	Closed	-$138K	–	1256
2026 Q2	$138K	Sell	142 -13	-8%	-$11.9K	0.02%	202
2026 Q1	$135K	Buy	155 +3	+2%	+$2.84K	0.02%	206
2025 Q4	$139K	Sell	152 -7,632	-98%	-$6.25M	0.02%	177
2025 Q3	$646K	Buy	7,784 +7,727	+13,556%	+$5.7M	0.1%	74
2025 Q2	$40.8K	Sell	57 -34	-37%	-$21.5K	0.01%	279
2025 Q1	$52.9K	Buy	91 +49	+117%	+$32K	0.01%	227
2024 Q4	$27.8K	Buy	42 +2	+5%	+$1.32K	0.01%	261
2024 Q3	$25K	Buy	40 +1	+3%	+$568	0.01%	269
2024 Q2	$19.7K	Buy	39 +14	+56%	+$7.51K	0.01%	316
2024 Q1	$13.4K	Sell	25 -3	-11%	-$1.52K	﹤0.01%	354
2023 Q4	$12.9K	Sell	28 -4	-13%	-$1.66K	﹤0.01%	387
2023 Q3	$12.5K	Buy	32 +10	+45%	+$4.02K	﹤0.01%	384
2023 Q2	$8.58K	Buy	+22	New	+$7.44K	﹤0.01%	727
2022 Q4	$9.8K	Buy	+33	New	+$9.44K	﹤0.01%	655

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

Cornerstone Planning Group's PH Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Parker-Hannifin (PH) in Q3 2026, closing a stake of 142 shares — an estimated $138K sold.

Cornerstone Planning Group first reported a position in PH in Q4 2022 and held it in 14 quarters. The position peaked at $646K in Q3 2025. 527 funds tracked by Wall St. Rank hold PH as of Q3 2026.

Cornerstone Planning Group reported no remaining Parker-Hannifin position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 142 Parker-Hannifin shares in Q3 2026, an estimated $138K.
Cornerstone Planning Group first reported a position in Parker-Hannifin in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's Parker-Hannifin position peaked at $646K in Q3 2025.
527 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.