Herold Advisors’s Parker-Hannifin PH Stock Holding History

Herold 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	$587K	Hold	614	–	–	0.11%	166
2026 Q2	$601K	Hold	614	–	–	0.12%	164
2026 Q1	$550K	Sell	614 -10	-2%	-$9.46K	0.12%	170
2025 Q4	$548K	Hold	624	–	–	0.12%	163
2025 Q3	$473K	Sell	624 -22	-3%	-$16.2K	0.11%	163
2025 Q2	$451K	Hold	646	–	–	0.09%	198
2025 Q1	$393K	Sell	646 -1,148	-64%	-$751K	0.09%	195
2024 Q4	$1.14M	Sell	1,794 -312	-15%	-$207K	0.25%	108
2024 Q3	$1.33M	Sell	2,106 -107	-5%	-$60.8K	0.29%	98
2024 Q2	$1.12M	Buy	2,213 +119	+6%	+$63.8K	0.26%	116
2024 Q1	$1.16M	Buy	+2,094	New	+$1.06M	0.28%	106

Other funds holding PH

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

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 Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Herold Advisors's PH Position: Q3 2026 in Review

Herold Advisors held its Parker-Hannifin (PH) position steady in Q3 2026 at 614 shares worth $587K. The position accounts for 0.11% of the portfolio, ranked #166.

Herold Advisors first reported a position in PH in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.33M in Q3 2024. 527 funds tracked by Wall St. Rank hold PH as of Q3 2026.

Herold Advisors held 614 shares of Parker-Hannifin worth $587K as of Q3 2026.
Herold Advisors left its Parker-Hannifin share count unchanged in Q3 2026.
Parker-Hannifin made up 0.11% of Herold Advisors's portfolio in Q3 2026, its #166 holding.
Herold Advisors first reported a position in Parker-Hannifin in Q1 2024 and has held it in 11 quarters since.
Herold Advisors's Parker-Hannifin position peaked at $1.33M in Q3 2024.
527 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.