Legacy Private Trust’s Parker-Hannifin PH Stock Holding History

Legacy Private Trust’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	$4.58M	Sell	4,797 -123	-3%	-$121K	0.25%	73
2026 Q2	$4.81M	Buy	4,920 +46	+0.9%	+$42.1K	0.27%	71
2026 Q1	$4.36M	Sell	4,874 -374	-7%	-$354K	0.27%	72
2025 Q4	$4.61M	Buy	5,248 +247	+5%	+$202K	0.27%	73
2025 Q3	$3.79M	Sell	5,001 -256	-5%	-$189K	0.23%	82
2025 Q2	$3.67M	Sell	5,257 -564	-10%	-$356K	0.24%	79
2025 Q1	$3.54M	Sell	5,821 -98	-2%	-$64.1K	0.24%	79
2024 Q4	$3.76M	Buy	5,919 +1,033	+21%	+$684K	0.25%	81
2024 Q3	$3.09M	Buy	+4,886	New	+$2.78M	0.21%	88

Other funds holding PH

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Legacy Private Trust's PH Position: Q3 2026 in Review

Legacy Private Trust reduced its Parker-Hannifin (PH) stake by 2.5% in Q3 2026, selling an estimated $121K and leaving 4,797 shares worth $4.58M. The position accounts for 0.25% of the portfolio, ranked #73.

Legacy Private Trust first reported a position in PH in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.81M in Q2 2026. 56 funds tracked by Wall St. Rank hold PH as of Q3 2026.

Legacy Private Trust held 4,797 shares of Parker-Hannifin worth $4.58M as of Q3 2026.
Legacy Private Trust sold 123 Parker-Hannifin shares in Q3 2026, an estimated $121K.
Parker-Hannifin made up 0.25% of Legacy Private Trust's portfolio in Q3 2026, its #73 holding.
Legacy Private Trust first reported a position in Parker-Hannifin in Q3 2024 and has held it in 9 quarters since.
Legacy Private Trust's Parker-Hannifin position peaked at $4.81M in Q2 2026.
56 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.