Legacy Advisors’s Parker-Hannifin PH Stock Holding History

Legacy 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	$267K	Sell	279 -14	-5%	-$13.7K	0.03%	256
2026 Q2	$287K	Buy	293 +60	+26%	+$55K	0.03%	251
2026 Q1	$209K	Sell	233 -9	-4%	-$8.52K	0.02%	262
2025 Q4	$213K	Buy	+242	New	+$198K	0.02%	267
2025 Q1	$449K	Buy	738 +71	+11%	+$46.4K	0.05%	278
2024 Q4	$424K	Buy	667 +50	+8%	+$33.1K	0.04%	269
2024 Q3	$390K	Buy	617 +198	+47%	+$112K	0.04%	264
2024 Q2	$212K	Buy	419 +27	+7%	+$14.5K	0.03%	314
2024 Q1	$218K	Buy	+392	New	+$199K	0.03%	289
2019 Q3	–	Sell	-274	Closed	-$47K	–	270
2019 Q2	$47K	Buy	274 +150	+121%	+$25.9K	0.03%	210
2019 Q1	$21K	Buy	+124	New	+$20.6K	0.01%	276
2018 Q4	–	Sell	-124	Closed	-$23K	–	318
2018 Q3	$23K	Hold	124	–	–	0.01%	289
2018 Q2	$19K	Hold	124	–	–	0.01%	260
2018 Q1	$21K	Hold	124	–	–	0.02%	213
2017 Q4	$24K	Hold	124	–	–	0.02%	170
2017 Q3	$21K	Buy	+124	New	+$20.4K	0.02%	159

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

Legacy Advisors's PH Position: Q3 2026 in Review

Legacy Advisors reduced its Parker-Hannifin (PH) stake by 4.8% in Q3 2026, selling an estimated $13.7K and leaving 279 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #256.

Legacy Advisors first reported a position in PH in Q3 2017 and has held it in 16 quarters since. The position peaked at $449K in Q1 2025. 587 funds tracked by Wall St. Rank hold PH as of Q3 2026.

Legacy Advisors held 279 shares of Parker-Hannifin worth $267K as of Q3 2026.
Legacy Advisors sold 14 Parker-Hannifin shares in Q3 2026, an estimated $13.7K.
Parker-Hannifin made up 0.03% of Legacy Advisors's portfolio in Q3 2026, its #256 holding.
Legacy Advisors first reported a position in Parker-Hannifin in Q3 2017 and has held it in 16 quarters since.
Legacy Advisors's Parker-Hannifin position peaked at $449K in Q1 2025.
587 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.