Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Parker-Hannifin PH Stock Holding History

Dynamic Advisor Solutions’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 		$1.88M Buy
1,971
+39
+2% +$38.3K 0.05% 329
2026
Q2 		$1.89M Sell
1,932
-261
-12% -$239K 0.05% 348
2026
Q1 		$1.96M Buy
2,193
+175
+9% +$166K 0.06% 319
2025
Q4 		$1.77M Sell
2,018
-131
-6% -$107K 0.06% 321
2025
Q3 		$1.63M Sell
2,149
-3
-0.1% -$2.21K 0.05% 363
2025
Q2 		$1.5M Buy
2,152
+108
+5% +$68.2K 0.05% 350
2025
Q1 		$1.24M Buy
2,044
+5
+0.2% +$3.27K 0.04% 375
2024
Q4 		$1.3M Sell
2,039
-85
-4% -$56.3K 0.06% 270
2024
Q3 		$1.34M Sell
2,124
-16
-0.7% -$9.09K 0.04% 383
2024
Q2 		$1.08M Buy
2,140
+58
+3% +$31.1K 0.03% 436
2024
Q1 		$1.16M Buy
2,082
+328
+19% +$167K 0.04% 413
2023
Q4 		$796K Buy
1,754
+122
+7% +$50.8K 0.03% 466
2023
Q3 		$636K Buy
1,632
+77
+5% +$30.9K 0.03% 461
2023
Q2 		$606K Buy
1,555
+525
+51% +$178K 0.03% 446
2023
Q1 		$346K Buy
1,030
+273
+36% +$90.4K 0.02% 562
2022
Q4 		$220K Buy
+757
New +$217K 0.02% 641
2017
Q1 		– Sell
-3,119
Closed -$437K – 220
2016
Q4 		$437K Sell
3,119
-16
-0.5% -$2.13K 0.17% 143
2016
Q3 		$394K Buy
+3,135
New +$374K 0.15% 168

Other funds holding PH

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Artemis Investment Management
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
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Dynamic Advisor Solutions's PH Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Parker-Hannifin (PH) stake by 2% in Q3 2026, buying an estimated $38.3K and bringing the position to 1,971 shares worth $1.88M. The position accounts for 0.05% of the portfolio, ranked #329.

Dynamic Advisor Solutions first reported a position in PH in Q3 2016 and has held it in 18 quarters since. The position peaked at $1.96M in Q1 2026. 337 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Dynamic Advisor Solutions held 1,971 shares of Parker-Hannifin worth $1.88M as of Q3 2026.
  • Dynamic Advisor Solutions bought 39 Parker-Hannifin shares in Q3 2026, an estimated $38.3K.
  • Parker-Hannifin made up 0.05% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #329 holding.
  • Dynamic Advisor Solutions first reported a position in Parker-Hannifin in Q3 2016 and has held it in 18 quarters since.
  • Dynamic Advisor Solutions's Parker-Hannifin position peaked at $1.96M in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.