Lido Advisors
PH icon

Lido Advisors’s Parker-Hannifin PH Stock Holding History

Lido 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 		$11M Buy
11,511
+813
+8% +$798K 0.03% 337
2026
Q2 		$10.5M Buy
10,698
+802
+8% +$735K 0.03% 332
2026
Q1 		$8.86M Buy
9,896
+1,030
+12% +$975K 0.03% 338
2025
Q4 		$6.8M Buy
8,866
+131
+1% +$107K 0.02% 388
2025
Q3 		$6.62M Buy
8,735
+594
+7% +$438K 0.02% 376
2025
Q2 		$5.69M Buy
8,141
+1,530
+23% +$967K 0.02% 341
2025
Q1 		$4.02M Buy
6,611
+329
+5% +$215K 0.02% 392
2024
Q4 		$4M Buy
6,282
+241
+4% +$160K 0.02% 377
2024
Q3 		$3.82M Buy
6,041
+890
+17% +$506K 0.02% 345
2024
Q2 		$2.61M Buy
5,151
+113
+2% +$60.6K 0.01% 402
2024
Q1 		$2.8M Buy
5,038
+761
+18% +$387K 0.02% 370
2023
Q4 		$1.97M Buy
4,277
+37
+0.9% +$15.4K 0.01% 422
2023
Q3 		$1.65M Sell
4,240
-57
-1% -$22.9K 0.01% 422
2023
Q2 		$1.68M Buy
4,297
+355
+9% +$120K 0.01% 407
2023
Q1 		$1.32M Sell
3,942
-870
-18% -$288K 0.01% 419
2022
Q4 		$1.4M Sell
4,812
-944
-16% -$270K 0.02% 346
2022
Q3 		$1.39M Buy
5,756
+1,610
+39% +$436K 0.02% 309
2022
Q2 		$1.02M Buy
4,146
+125
+3% +$33.4K 0.01% 350
2022
Q1 		$1.14M Buy
4,021
+45
+1% +$13.6K 0.01% 374
2021
Q4 		$1.26M Sell
3,976
-39
-1% -$12.1K 0.01% 365
2021
Q3 		$1.12M Buy
4,015
+3,260
+432% +$970K 0.02% 378
2021
Q2 		$232K Sell
755
-142
-16% -$44K ﹤0.01% 813
2021
Q1 		$283K Sell
897
-46
-5% -$13.3K ﹤0.01% 681
2020
Q4 		$257K Buy
+943
New +$234K 0.01% 675

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

Lido Advisors's PH Position: Q3 2026 in Review

Lido Advisors increased its Parker-Hannifin (PH) stake by 7.6% in Q3 2026, buying an estimated $798K and bringing the position to 11,511 shares worth $11M. The position accounts for 0.03% of the portfolio, ranked #337.

Lido Advisors first reported a position in PH in Q4 2020 and has held it in 24 quarters since. 1,304 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Lido Advisors held 11,511 shares of Parker-Hannifin worth $11M as of Q3 2026.
  • Lido Advisors bought 813 Parker-Hannifin shares in Q3 2026, an estimated $798K.
  • Parker-Hannifin made up 0.03% of Lido Advisors's portfolio in Q3 2026, its #337 holding.
  • Lido Advisors first reported a position in Parker-Hannifin in Q4 2020 and has held it in 24 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.