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FOCUS Wealth Advisors’s Parker-Hannifin PH Stock Holding History

FOCUS Wealth Advisors’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 		$251K Hold
263
– – 0.12% 58
2026
Q2 		$257K Hold
263
– – 0.12% 57
2026
Q1 		$235K Hold
263
– – 0.12% 58
2025
Q4 		$231K Buy
+263
New +$215K 0.11% 56

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
TW
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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

FOCUS Wealth Advisors's PH Position: Q3 2026 in Review

FOCUS Wealth Advisors held its Parker-Hannifin (PH) position steady in Q3 2026 at 263 shares worth $251K. The position accounts for 0.12% of the portfolio, ranked #58.

FOCUS Wealth Advisors first reported a position in PH in Q4 2025 and has held it in 4 quarters since. The position peaked at $257K in Q2 2026. 245 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • FOCUS Wealth Advisors held 263 shares of Parker-Hannifin worth $251K as of Q3 2026.
  • FOCUS Wealth Advisors left its Parker-Hannifin share count unchanged in Q3 2026.
  • Parker-Hannifin made up 0.12% of FOCUS Wealth Advisors's portfolio in Q3 2026, its #58 holding.
  • FOCUS Wealth Advisors first reported a position in Parker-Hannifin in Q4 2025 and has held it in 4 quarters since.
  • FOCUS Wealth Advisors's Parker-Hannifin position peaked at $257K in Q2 2026.
  • 245 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.