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

Defined 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	$260K	Buy	272 +1	+0.4%	+$982	0.13%	102
2026 Q2	$265K	Buy	271 +3	+1%	+$2.75K	0.14%	104
2026 Q1	$240K	Sell	268 -1	-0.4%	-$946	0.14%	105
2025 Q4	$236K	Buy	269 +5	+2%	+$4.09K	0.14%	106
2025 Q3	$200K	Buy	+264	New	+$195K	0.12%	106

Other funds holding PH

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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

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

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

Defined Wealth Management increased its Parker-Hannifin (PH) stake by 0.37% in Q3 2026, buying an estimated $982 and bringing the position to 272 shares worth $260K. The position accounts for 0.13% of the portfolio, ranked #102.

Defined Wealth Management first reported a position in PH in Q3 2025 and has held it in 5 quarters since. The position peaked at $265K in Q2 2026. 389 funds tracked by Wall St. Rank hold PH as of Q3 2026.

Defined Wealth Management held 272 shares of Parker-Hannifin worth $260K as of Q3 2026.
Defined Wealth Management bought 1 Parker-Hannifin share in Q3 2026, an estimated $982.
Parker-Hannifin made up 0.13% of Defined Wealth Management's portfolio in Q3 2026, its #102 holding.
Defined Wealth Management first reported a position in Parker-Hannifin in Q3 2025 and has held it in 5 quarters since.
Defined Wealth Management's Parker-Hannifin position peaked at $265K in Q2 2026.
389 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

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