Cyndeo Wealth Partners
PH icon

Cyndeo Wealth Partners’s Parker-Hannifin PH Stock Holding History

Cyndeo Wealth Partners’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 		$3.73M Sell
3,903
-570
-13% -$560K 0.17% 127
2026
Q2 		$4.38M Sell
4,473
-644
-13% -$590K 0.21% 120
2026
Q1 		$4.58M Sell
5,117
-1,492
-23% -$1.41M 0.24% 103
2025
Q4 		$5.81M Buy
6,609
+96
+1% +$78.6K 0.31% 89
2025
Q3 		$4.94M Buy
6,513
+869
+15% +$641K 0.27% 94
2025
Q2 		$3.94M Buy
5,644
+53
+0.9% +$33.5K 0.23% 111
2025
Q1 		$3.4M Buy
5,591
+1,135
+25% +$742K 0.22% 121
2024
Q4 		$2.83M Buy
4,456
+235
+6% +$156K 0.19% 134
2024
Q3 		$2.67M Sell
4,221
-1,246
-23% -$708K 0.19% 139
2024
Q2 		$2.77M Buy
5,467
+86
+2% +$46.1K 0.22% 128
2024
Q1 		$2.99M Buy
5,381
+34
+0.6% +$17.3K 0.25% 117
2023
Q4 		$2.46M Sell
5,347
-4,014
-43% -$1.67M 0.23% 120
2023
Q3 		$3.65M Buy
9,361
+7,420
+382% +$2.98M 0.38% 88
2023
Q2 		$757K Sell
1,941
-1,745
-47% -$590K 0.08% 187
2023
Q1 		$1.24M Sell
3,686
-1,313
-26% -$435K 0.13% 160
2022
Q4 		$1.45M Buy
+4,999
New +$1.43M 0.17% 143

Other funds holding PH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Cyndeo Wealth Partners's PH Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its Parker-Hannifin (PH) stake by 13% in Q3 2026, selling an estimated $560K and leaving 3,903 shares worth $3.73M. The position accounts for 0.17% of the portfolio, ranked #127.

Cyndeo Wealth Partners first reported a position in PH in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.81M in Q4 2025. 1,714 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Cyndeo Wealth Partners held 3,903 shares of Parker-Hannifin worth $3.73M as of Q3 2026.
  • Cyndeo Wealth Partners sold 570 Parker-Hannifin shares in Q3 2026, an estimated $560K.
  • Parker-Hannifin made up 0.17% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #127 holding.
  • Cyndeo Wealth Partners first reported a position in Parker-Hannifin in Q4 2022 and has held it in 16 quarters since.
  • Cyndeo Wealth Partners's Parker-Hannifin position peaked at $5.81M in Q4 2025.
  • 1,714 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.