High Net Worth Advisory Group’s Parker-Hannifin PH Stock Holding History

High Net Worth Advisory 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	$4.48M	Hold	4,694	–	–	0.94%	24
2026 Q2	$4.59M	Hold	4,694	–	–	0.97%	25
2026 Q1	$4.2M	Hold	4,694	–	–	0.98%	25
2025 Q4	$4.13M	Hold	4,694	–	–	0.95%	27
2025 Q3	$3.56M	Buy	4,694 +14	+0.3%	+$10.3K	0.86%	28
2025 Q2	$3.27M	Hold	4,680	–	–	0.87%	33
2025 Q1	$2.84M	Sell	4,680 -14	-0.3%	-$9.16K	0.8%	34
2024 Q4	$2.99M	Hold	4,694	–	–	0.83%	30
2024 Q3	$2.97M	Buy	4,694 +2,305	+96%	+$1.31M	0.81%	32
2024 Q2	$1.21M	Sell	2,389 -13	-0.5%	-$6.97K	0.37%	61
2024 Q1	$1.34M	Sell	2,402 -140	-6%	-$71.1K	0.42%	57
2023 Q4	$1.17M	Sell	2,542 -313	-11%	-$130K	0.43%	53
2023 Q3	$1.11M	Hold	2,855	–	–	0.45%	56
2023 Q2	$1.11M	Buy	2,855 +60	+2%	+$20.3K	0.43%	59
2023 Q1	$939K	Sell	2,795 -229	-8%	-$75.8K	0.38%	67
2022 Q4	$880K	Sell	3,024 -100	-3%	-$28.6K	0.34%	70
2022 Q3	$757K	Hold	3,124	–	–	0.32%	73
2022 Q2	$769K	Sell	3,124 -250	-7%	-$66.9K	0.32%	78
2022 Q1	$957K	Sell	3,374 -60	-2%	-$18.1K	0.35%	67
2021 Q4	$1.09M	Buy	+3,434	New	+$1.06M	0.38%	61

Other funds holding PH

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

High Net Worth Advisory Group's PH Position: Q3 2026 in Review

High Net Worth Advisory Group held its Parker-Hannifin (PH) position steady in Q3 2026 at 4,694 shares worth $4.48M. The position accounts for 0.94% of the portfolio, ranked #24.

High Net Worth Advisory Group first reported a position in PH in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.59M in Q2 2026. 907 funds tracked by Wall St. Rank hold PH as of Q3 2026.

High Net Worth Advisory Group held 4,694 shares of Parker-Hannifin worth $4.48M as of Q3 2026.
High Net Worth Advisory Group left its Parker-Hannifin share count unchanged in Q3 2026.
Parker-Hannifin made up 0.94% of High Net Worth Advisory Group's portfolio in Q3 2026, its #24 holding.
High Net Worth Advisory Group first reported a position in Parker-Hannifin in Q4 2021 and has held it in 20 quarters since.
High Net Worth Advisory Group's Parker-Hannifin position peaked at $4.59M in Q2 2026.
907 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.