Helen Stephens Group
PH icon

Helen Stephens Group’s Parker-Hannifin PH Stock Holding History

Helen Stephens Group’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 		$615K Hold
644
– – 0.1% 81
2026
Q2 		$630K Buy
644
+11
+2% +$10.1K 0.11% 81
2026
Q1 		$567K Buy
633
+94
+17% +$89K 0.11% 74
2025
Q4 		$474K Buy
+539
New +$441K 0.1% 69

Other funds holding PH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Helen Stephens Group's PH Position: Q3 2026 in Review

Helen Stephens Group held its Parker-Hannifin (PH) position steady in Q3 2026 at 644 shares worth $615K. The position accounts for 0.1% of the portfolio, ranked #81.

Helen Stephens Group first reported a position in PH in Q4 2025 and has held it in 4 quarters since. The position peaked at $630K in Q2 2026. 1,109 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Helen Stephens Group held 644 shares of Parker-Hannifin worth $615K as of Q3 2026.
  • Helen Stephens Group left its Parker-Hannifin share count unchanged in Q3 2026.
  • Parker-Hannifin made up 0.1% of Helen Stephens Group's portfolio in Q3 2026, its #81 holding.
  • Helen Stephens Group first reported a position in Parker-Hannifin in Q4 2025 and has held it in 4 quarters since.
  • Helen Stephens Group's Parker-Hannifin position peaked at $630K in Q2 2026.
  • 1,109 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.