JFS Wealth Advisors
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JFS Wealth Advisors’s Parker-Hannifin PH Stock Holding History

JFS Wealth 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 		$160K Sell
167
-3
-2% -$2.94K 0.01% 366
2026
Q2 		$166K Hold
170
– – 0.01% 362
2026
Q1 		$152K Sell
170
-3
-2% -$2.84K 0.01% 359
2025
Q4 		$152K Buy
173
+11
+7% +$9K 0.01% 347
2025
Q3 		$123K Hold
162
– – 0.01% 385
2025
Q2 		$113K Sell
162
-18
-10% -$11.4K 0.01% 358
2025
Q1 		$109K Buy
180
+5
+3% +$3.27K 0.01% 361
2024
Q4 		$111K Hold
175
– – 0.01% 351
2024
Q3 		$110K Sell
175
-2
-1% -$1.14K 0.01% 353
2024
Q2 		$89.5K Sell
177
-1
-0.6% -$536 0.01% 323
2024
Q1 		$98.8K Buy
178
+12
+7% +$6.1K 0.01% 314
2023
Q4 		$76.5K Buy
166
+38
+30% +$15.8K 0.01% 349
2023
Q3 		$49.9K Buy
128
+68
+113% +$27.3K ﹤0.01% 378
2023
Q2 		$23.4K Sell
60
-6
-9% -$2.03K ﹤0.01% 509
2023
Q1 		$22.2K Sell
66
-5
-7% -$1.66K ﹤0.01% 508
2022
Q4 		$20.7K Hold
71
– – ﹤0.01% 530
2022
Q3 		$17K Sell
71
-16
-18% -$4.33K ﹤0.01% 611
2022
Q2 		$21K Buy
87
+28
+47% +$7.49K ﹤0.01% 577
2022
Q1 		$17K Sell
59
-52
-47% -$15.7K ﹤0.01% 646
2021
Q4 		$35K Hold
111
– – ﹤0.01% 480
2021
Q3 		$31K Buy
+111
New +$33K ﹤0.01% 479
2015
Q3 		– Sell
-7
Closed -$1K – 546
2015
Q2 		$1K Hold
7
– – ﹤0.01% 490
2015
Q1 		$1K Hold
7
– – ﹤0.01% 491
2014
Q4 		$1K Hold
7
– – ﹤0.01% 505
2014
Q3 		$1K Sell
7
-2
-22% -$236 ﹤0.01% 461
2014
Q2 		$1K Buy
+9
New +$1.12K ﹤0.01% 455

Other funds holding PH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

JFS Wealth Advisors's PH Position: Q3 2026 in Review

JFS Wealth Advisors reduced its Parker-Hannifin (PH) stake by 1.8% in Q3 2026, selling an estimated $2.94K and leaving 167 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #366.

JFS Wealth Advisors first reported a position in PH in Q2 2014 and has held it in 26 quarters since. The position peaked at $166K in Q2 2026. 1,714 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • JFS Wealth Advisors held 167 shares of Parker-Hannifin worth $160K as of Q3 2026.
  • JFS Wealth Advisors sold 3 Parker-Hannifin shares in Q3 2026, an estimated $2.94K.
  • Parker-Hannifin made up 0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #366 holding.
  • JFS Wealth Advisors first reported a position in Parker-Hannifin in Q2 2014 and has held it in 26 quarters since.
  • JFS Wealth Advisors's Parker-Hannifin position peaked at $166K in Q2 2026.
  • 1,714 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.