Creative Financial Designs
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Creative Financial Designs’s Parker-Hannifin PH Stock Holding History

Creative Financial Designs’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 		$979K Buy
1,025
+565
+123% +$555K 0.04% 303
2026
Q2 		$450K Sell
460
-8
-2% -$7.33K 0.02% 427
2026
Q1 		$419K Sell
468
-11
-2% -$10.4K 0.03% 370
2025
Q4 		$421K Sell
479
-147
-23% -$120K 0.03% 350
2025
Q3 		$474K Sell
626
-968
-61% -$714K 0.03% 335
2025
Q2 		$1.11M Sell
1,594
-41
-3% -$25.9K 0.08% 202
2025
Q1 		$994K Sell
1,635
-43
-3% -$28.1K 0.08% 195
2024
Q4 		$1.07M Sell
1,678
-195
-10% -$129K 0.09% 190
2024
Q3 		$1.18M Buy
1,873
+28
+2% +$15.9K 0.1% 173
2024
Q2 		$933K Buy
1,845
+321
+21% +$172K 0.08% 185
2024
Q1 		$847K Sell
1,524
-328
-18% -$167K 0.08% 187
2023
Q4 		$853K Buy
1,852
+134
+8% +$55.8K 0.09% 181
2023
Q3 		$669K Sell
1,718
-196
-10% -$78.8K 0.08% 182
2023
Q2 		$747K Sell
1,914
-48
-2% -$16.2K 0.09% 175
2023
Q1 		$659K Sell
1,962
-77
-4% -$25.5K 0.09% 178
2022
Q4 		$593K Buy
2,039
+72
+4% +$20.6K 0.09% 179
2022
Q3 		$477K Buy
1,967
+52
+3% +$14.1K 0.08% 183
2022
Q2 		$471K Buy
1,915
+88
+5% +$23.5K 0.08% 185
2022
Q1 		$518K Buy
1,827
+36
+2% +$10.9K 0.08% 186
2021
Q4 		$570K Buy
1,791
+46
+3% +$14.2K 0.09% 176
2021
Q3 		$488K Buy
1,745
+20
+1% +$5.95K 0.08% 183
2021
Q2 		$530K Buy
1,725
+37
+2% +$11.5K 0.09% 171
2021
Q1 		$532K Hold
1,688
– – 0.1% 158
2020
Q4 		$460K Sell
1,688
-107
-6% -$26.5K 0.1% 157
2020
Q3 		$363K Buy
1,795
+52
+3% +$10.2K 0.09% 169
2020
Q2 		$319K Buy
1,743
+601
+53% +$97K 0.1% 152
2020
Q1 		$148K Buy
+1,142
New +$207K 0.08% 147

Other funds holding PH

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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Creative Financial Designs's PH Position: Q3 2026 in Review

Creative Financial Designs increased its Parker-Hannifin (PH) stake by 123% in Q3 2026, buying an estimated $555K and bringing the position to 1,025 shares worth $979K. The position accounts for 0.04% of the portfolio, ranked #303.

Creative Financial Designs first reported a position in PH in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.18M in Q3 2024. 943 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Creative Financial Designs held 1,025 shares of Parker-Hannifin worth $979K as of Q3 2026.
  • Creative Financial Designs bought 565 Parker-Hannifin shares in Q3 2026, an estimated $555K.
  • Parker-Hannifin made up 0.04% of Creative Financial Designs's portfolio in Q3 2026, its #303 holding.
  • Creative Financial Designs first reported a position in Parker-Hannifin in Q1 2020 and has held it in 27 quarters since.
  • Creative Financial Designs's Parker-Hannifin position peaked at $1.18M in Q3 2024.
  • 943 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Creative Financial Designs's 13F filing for Q3 2026, filed 4 Nov 2026.