Crown Wealth Group
PH icon

Crown Wealth Group’s Parker-Hannifin PH Stock Holding History

Crown Wealth 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 		$235K Sell
246
-36
-13% -$35.3K 0.06% 132
2026
Q2 		$276K Buy
282
+6
+2% +$5.5K 0.07% 117
2026
Q1 		$247K Sell
276
-2
-0.7% -$1.89K 0.07% 121
2025
Q4 		$244K Buy
+278
New +$228K 0.07% 117

Other funds holding PH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Crown Wealth Group's PH Position: Q3 2026 in Review

Crown Wealth Group reduced its Parker-Hannifin (PH) stake by 13% in Q3 2026, selling an estimated $35.3K and leaving 246 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #132.

Crown Wealth Group first reported a position in PH in Q4 2025 and has held it in 4 quarters since. The position peaked at $276K in Q2 2026. 1,304 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Crown Wealth Group held 246 shares of Parker-Hannifin worth $235K as of Q3 2026.
  • Crown Wealth Group sold 36 Parker-Hannifin shares in Q3 2026, an estimated $35.3K.
  • Parker-Hannifin made up 0.06% of Crown Wealth Group's portfolio in Q3 2026, its #132 holding.
  • Crown Wealth Group first reported a position in Parker-Hannifin in Q4 2025 and has held it in 4 quarters since.
  • Crown Wealth Group's Parker-Hannifin position peaked at $276K in Q2 2026.
  • 1,304 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.