LeConte Wealth Management
PH icon

LeConte Wealth Management’s Parker-Hannifin PH Stock Holding History

LeConte Wealth Management’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 		$224K Sell
234
-20
-8% -$19.6K 0.12% 164
2026
Q2 		$248K Sell
254
-1
-0.4% -$916 0.14% 125
2026
Q1 		$228K Hold
255
– – 0.15% 125
2025
Q4 		$224K Buy
+255
New +$209K 0.15% 120

Other funds holding PH

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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LeConte Wealth Management's PH Position: Q3 2026 in Review

LeConte Wealth Management reduced its Parker-Hannifin (PH) stake by 7.9% in Q3 2026, selling an estimated $19.6K and leaving 234 shares worth $224K. The position accounts for 0.12% of the portfolio, ranked #164.

LeConte Wealth Management first reported a position in PH in Q4 2025 and has held it in 4 quarters since. The position peaked at $248K in Q2 2026. 1,304 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • LeConte Wealth Management held 234 shares of Parker-Hannifin worth $224K as of Q3 2026.
  • LeConte Wealth Management sold 20 Parker-Hannifin shares in Q3 2026, an estimated $19.6K.
  • Parker-Hannifin made up 0.12% of LeConte Wealth Management's portfolio in Q3 2026, its #164 holding.
  • LeConte Wealth Management first reported a position in Parker-Hannifin in Q4 2025 and has held it in 4 quarters since.
  • LeConte Wealth Management's Parker-Hannifin position peaked at $248K in Q2 2026.
  • 1,304 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.