Lantz Financial
PH icon

Lantz Financial’s Parker-Hannifin PH Stock Holding History

Lantz Financial’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 		$776K Buy
812
+8
+1% +$7.85K 0.14% 137
2026
Q2 		$787K Sell
804
-12
-1% -$11K 0.14% 141
2026
Q1 		$730K Buy
816
+52
+7% +$49.2K 0.15% 142
2025
Q4 		$672K Buy
764
+17
+2% +$13.9K 0.14% 138
2025
Q3 		$566K Buy
+747
New +$551K 0.13% 147

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

Lantz Financial's PH Position: Q3 2026 in Review

Lantz Financial increased its Parker-Hannifin (PH) stake by 1% in Q3 2026, buying an estimated $7.85K and bringing the position to 812 shares worth $776K. The position accounts for 0.14% of the portfolio, ranked #137.

Lantz Financial first reported a position in PH in Q3 2025 and has held it in 5 quarters since. The position peaked at $787K in Q2 2026. 527 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Lantz Financial held 812 shares of Parker-Hannifin worth $776K as of Q3 2026.
  • Lantz Financial bought 8 Parker-Hannifin shares in Q3 2026, an estimated $7.85K.
  • Parker-Hannifin made up 0.14% of Lantz Financial's portfolio in Q3 2026, its #137 holding.
  • Lantz Financial first reported a position in Parker-Hannifin in Q3 2025 and has held it in 5 quarters since.
  • Lantz Financial's Parker-Hannifin position peaked at $787K in Q2 2026.
  • 527 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.