LVW Advisors
PH icon

LVW Advisors’s Parker-Hannifin PH Stock Holding History

LVW 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 		$1.96M Sell
2,047
-100
-5% -$98.2K 0.16% 78
2026
Q2 		$2.1M Sell
2,147
-48
-2% -$44K 0.18% 72
2026
Q1 		$1.97M Buy
2,195
+95
+5% +$89.9K 0.19% 64
2025
Q4 		$1.85M Sell
2,100
-18
-0.8% -$14.7K 0.19% 66
2025
Q3 		$1.61M Sell
2,118
-163
-7% -$120K 0.16% 79
2025
Q2 		$1.59M Buy
2,281
+174
+8% +$110K 0.17% 79
2025
Q1 		$1.28M Buy
2,107
+138
+7% +$90.3K 0.15% 83
2024
Q4 		$1.25M Buy
1,969
+17
+0.9% +$11.3K 0.15% 94
2024
Q3 		$1.23M Buy
1,952
+242
+14% +$137K 0.16% 97
2024
Q2 		$865K Buy
1,710
+839
+96% +$450K 0.13% 105
2024
Q1 		$484K Buy
+871
New +$443K 0.08% 169

Other funds holding PH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

LVW Advisors's PH Position: Q3 2026 in Review

LVW Advisors reduced its Parker-Hannifin (PH) stake by 4.7% in Q3 2026, selling an estimated $98.2K and leaving 2,047 shares worth $1.96M. The position accounts for 0.16% of the portfolio, ranked #78.

LVW Advisors first reported a position in PH in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.1M in Q2 2026. 1,109 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • LVW Advisors held 2,047 shares of Parker-Hannifin worth $1.96M as of Q3 2026.
  • LVW Advisors sold 100 Parker-Hannifin shares in Q3 2026, an estimated $98.2K.
  • Parker-Hannifin made up 0.16% of LVW Advisors's portfolio in Q3 2026, its #78 holding.
  • LVW Advisors first reported a position in Parker-Hannifin in Q1 2024 and has held it in 11 quarters since.
  • LVW Advisors's Parker-Hannifin position peaked at $2.1M in Q2 2026.
  • 1,109 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

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