Life Planning Partners
PH icon

Life Planning Partners’s Parker-Hannifin PH Stock Holding History

Life Planning Partners’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 		– Sell
-1,072
Closed -$1.05M – 72
2026
Q2 		$1.05M Hold
1,072
– – 0.78% 34
2026
Q1 		$960K Sell
1,072
-254
-19% -$240K 0.73% 35
2025
Q4 		$1.17M Sell
1,326
-261
-16% -$214K 0.89% 29
2025
Q3 		$1.2M Sell
1,587
-178
-10% -$131K 0.88% 31
2025
Q2 		$1.23M Buy
+1,765
New +$1.12M 0.98% 27

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

Life Planning Partners's PH Position: Q3 2026 in Review

Life Planning Partners sold out of Parker-Hannifin (PH) in Q3 2026, closing a stake of 1,072 shares — an estimated $1.05M sold.

Life Planning Partners first reported a position in PH in Q2 2025 and held it in 5 quarters. The position peaked at $1.23M in Q2 2025. 1,304 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Life Planning Partners reported no remaining Parker-Hannifin position as of Q3 2026 after selling out during the quarter.
  • Life Planning Partners sold 1,072 Parker-Hannifin shares in Q3 2026, an estimated $1.05M.
  • Life Planning Partners first reported a position in Parker-Hannifin in Q2 2025 and held it in 5 quarters.
  • Life Planning Partners's Parker-Hannifin position peaked at $1.23M in Q2 2025.
  • 1,304 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.