Heirloom Wealth Management
PH icon

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

Heirloom 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 		$16.9M Buy
17,710
+175
+1% +$172K 2.2% 16
2026
Q2 		$17.2M Buy
17,535
+2,135
+14% +$1.96M 2.49% 15
2026
Q1 		$13.8M Sell
15,400
-848
-5% -$803K 2.48% 15
2025
Q4 		$14.3M Buy
16,248
+202
+1% +$165K 3.3% 13
2025
Q3 		$12.2M Buy
16,046
+246
+2% +$182K 2.94% 14
2025
Q2 		$11M Sell
15,800
-3
-0% -$1.9K 2.91% 13
2025
Q1 		$9.6M Buy
15,803
+570
+4% +$373K 2.75% 14
2024
Q4 		$9.7M Buy
15,233
+981
+7% +$650K 2.91% 12
2024
Q3 		$9M Buy
14,252
+221
+2% +$126K 2.81% 12
2024
Q2 		$7.1M Sell
14,031
-123
-0.9% -$66K 2.3% 14
2024
Q1 		$7.87M Sell
14,154
-295
-2% -$150K 2.68% 12
2023
Q4 		$6.66M Buy
14,449
+352
+2% +$147K 2.55% 14
2023
Q3 		$5.49M Sell
14,097
-156
-1% -$62.7K 2.44% 15
2023
Q2 		$5.56M Buy
+14,253
New +$4.82M 2.42% 15

Other funds holding PH

AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

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

Heirloom Wealth Management increased its Parker-Hannifin (PH) stake by 1% in Q3 2026, buying an estimated $172K and bringing the position to 17,710 shares worth $16.9M. The position accounts for 2.2% of the portfolio, ranked #16.

Heirloom Wealth Management first reported a position in PH in Q2 2023 and has held it in 14 quarters since. The position peaked at $17.2M in Q2 2026. 531 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Heirloom Wealth Management held 17,710 shares of Parker-Hannifin worth $16.9M as of Q3 2026.
  • Heirloom Wealth Management bought 175 Parker-Hannifin shares in Q3 2026, an estimated $172K.
  • Parker-Hannifin made up 2.2% of Heirloom Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Heirloom Wealth Management first reported a position in Parker-Hannifin in Q2 2023 and has held it in 14 quarters since.
  • Heirloom Wealth Management's Parker-Hannifin position peaked at $17.2M in Q2 2026.
  • 531 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

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