Holos Integrated Wealth
PH icon

Holos Integrated Wealth’s Parker-Hannifin PH Stock Holding History

Holos Integrated Wealth’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 		$92.8K Buy
96
+75
+357% +$73.6K 0.04% 126
2026
Q2 		$20.1K Hold
21
– – 0.01% 209
2026
Q1 		$19.2K Hold
21
– – 0.01% 211
2025
Q4 		$18.8K Hold
21
– – 0.01% 167
2025
Q3 		$15K Hold
21
– – 0.01% 173
2025
Q2 		$15.3K Hold
21
– – 0.01% 170
2025
Q1 		$12.8K Hold
21
– – 0.01% 180
2024
Q4 		$13.4K Buy
+21
New +$13.9K 0.01% 179

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

Holos Integrated Wealth's PH Position: Q3 2026 in Review

Holos Integrated Wealth increased its Parker-Hannifin (PH) stake by 357% in Q3 2026, buying an estimated $73.6K and bringing the position to 96 shares worth $92.8K. The position accounts for 0.04% of the portfolio, ranked #126.

Holos Integrated Wealth first reported a position in PH in Q4 2024 and has held it in 8 quarters since. 527 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Holos Integrated Wealth held 96 shares of Parker-Hannifin worth $92.8K as of Q3 2026.
  • Holos Integrated Wealth bought 75 Parker-Hannifin shares in Q3 2026, an estimated $73.6K.
  • Parker-Hannifin made up 0.04% of Holos Integrated Wealth's portfolio in Q3 2026, its #126 holding.
  • Holos Integrated Wealth first reported a position in Parker-Hannifin in Q4 2024 and has held it in 8 quarters since.
  • 527 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.