Delap Wealth Advisory
PH icon

Delap Wealth Advisory’s Parker-Hannifin PH Stock Holding History

Delap Wealth Advisory’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 		$233K Buy
244
+1
+0.4% +$982 0.08% 78
2026
Q2 		$238K Hold
243
– – 0.08% 83
2026
Q1 		$218K Sell
243
-28
-10% -$26.5K 0.08% 84
2025
Q4 		$238K Buy
+271
New +$222K 0.09% 87
2024
Q2 		– Sell
-436
Closed -$242K – 247
2024
Q1 		$242K Buy
+436
New +$222K 0.1% 203

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

Delap Wealth Advisory's PH Position: Q3 2026 in Review

Delap Wealth Advisory increased its Parker-Hannifin (PH) stake by 0.41% in Q3 2026, buying an estimated $982 and bringing the position to 244 shares worth $233K. The position accounts for 0.08% of the portfolio, ranked #78.

Delap Wealth Advisory first reported a position in PH in Q1 2024 and has held it in 5 quarters since. The position peaked at $242K in Q1 2024. 1,304 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Delap Wealth Advisory held 244 shares of Parker-Hannifin worth $233K as of Q3 2026.
  • Delap Wealth Advisory bought 1 Parker-Hannifin share in Q3 2026, an estimated $982.
  • Parker-Hannifin made up 0.08% of Delap Wealth Advisory's portfolio in Q3 2026, its #78 holding.
  • Delap Wealth Advisory first reported a position in Parker-Hannifin in Q1 2024 and has held it in 5 quarters since.
  • Delap Wealth Advisory's Parker-Hannifin position peaked at $242K in Q1 2024.
  • 1,304 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

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