Greenline Wealth Management
PH icon

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

Greenline 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 		$295K Buy
308
+44
+17% +$43.2K 0.23% 99
2026
Q2 		$258K Buy
+264
New +$242K 0.21% 98
2026
Q1 		– Sell
-189
Closed -$167K – 386
2025
Q4 		$167K Buy
+189
New +$155K 0.17% 96

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

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

Greenline Wealth Management increased its Parker-Hannifin (PH) stake by 17% in Q3 2026, buying an estimated $43.2K and bringing the position to 308 shares worth $295K. The position accounts for 0.23% of the portfolio, ranked #99.

Greenline Wealth Management first reported a position in PH in Q4 2025 and has held it in 3 quarters since. 1,714 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Greenline Wealth Management held 308 shares of Parker-Hannifin worth $295K as of Q3 2026.
  • Greenline Wealth Management bought 44 Parker-Hannifin shares in Q3 2026, an estimated $43.2K.
  • Parker-Hannifin made up 0.23% of Greenline Wealth Management's portfolio in Q3 2026, its #99 holding.
  • Greenline Wealth Management first reported a position in Parker-Hannifin in Q4 2025 and has held it in 3 quarters since.
  • 1,714 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Greenline Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.