Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Parker-Hannifin PH Stock Holding History

Halbert Hargrove Global 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 		– Sell
-2
Closed -$1.96K – 609
2026
Q2 		$1.96K Buy
+2
New +$1.83K ﹤0.01% 389
2025
Q4 		– Sell
-7
Closed -$5.31K – 646
2025
Q3 		$5.31K Buy
+7
New +$5.16K ﹤0.01% 406
2025
Q2 		– Sell
-4,203
Closed -$2.55M – 560
2025
Q1 		$2.55M Buy
+4,203
New +$2.75M 0.14% 28

Other funds holding PH

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 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

Halbert Hargrove Global Advisors's PH Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Parker-Hannifin (PH) in Q3 2026, closing a stake of 2 shares — an estimated $1.96K sold.

Halbert Hargrove Global Advisors first reported a position in PH in Q1 2025 and held it in 3 quarters. The position peaked at $2.55M in Q1 2025. 767 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Parker-Hannifin position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 2 Parker-Hannifin shares in Q3 2026, an estimated $1.96K.
  • Halbert Hargrove Global Advisors first reported a position in Parker-Hannifin in Q1 2025 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's Parker-Hannifin position peaked at $2.55M in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.