Klingman & Associates’s Parker-Hannifin PH Stock Holding History

Klingman & Associates’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	$657K	Buy	688 +90	+15%	+$88.3K	0.03%	185
2026 Q2	$585K	Buy	598 +17	+3%	+$15.6K	0.02%	184
2026 Q1	$520K	Buy	581 +16	+3%	+$15.1K	0.02%	189
2025 Q4	$497K	Buy	565 +2	+0.4%	+$1.64K	0.02%	194
2025 Q3	$427K	Buy	563 +69	+14%	+$50.9K	0.02%	210
2025 Q2	$345K	Buy	494 +57	+13%	+$36K	0.02%	224
2025 Q1	$266K	Buy	437 +18	+4%	+$11.8K	0.02%	231
2024 Q4	$266K	Sell	419 -2	-0.5%	-$1.32K	0.02%	218
2024 Q3	$266K	Buy	421 +1	+0.2%	+$568	0.02%	228
2024 Q2	$212K	Buy	420 +13	+3%	+$6.97K	0.01%	237
2024 Q1	$226K	Buy	+407	New	+$207K	0.02%	224

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

Klingman & Associates's PH Position: Q3 2026 in Review

Klingman & Associates increased its Parker-Hannifin (PH) stake by 15% in Q3 2026, buying an estimated $88.3K and bringing the position to 688 shares worth $657K. The position accounts for 0.03% of the portfolio, ranked #185.

Klingman & Associates first reported a position in PH in Q1 2024 and has held it in 11 quarters since. 527 funds tracked by Wall St. Rank hold PH as of Q3 2026.

Klingman & Associates held 688 shares of Parker-Hannifin worth $657K as of Q3 2026.
Klingman & Associates bought 90 Parker-Hannifin shares in Q3 2026, an estimated $88.3K.
Parker-Hannifin made up 0.03% of Klingman & Associates's portfolio in Q3 2026, its #185 holding.
Klingman & Associates first reported a position in Parker-Hannifin in Q1 2024 and has held it in 11 quarters since.
527 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.