Lyell Wealth Management
PH icon

Lyell Wealth Management’s Parker-Hannifin PH Stock Holding History

Lyell Wealth Management’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 		$294K Hold
308
– – 0.02% 197
2026
Q2 		$301K Hold
308
– – 0.02% 195
2026
Q1 		$276K Hold
308
– – 0.02% 189
2025
Q4 		$271K Buy
308
+13
+4% +$10.6K 0.02% 192
2025
Q3 		$224K Hold
295
– – 0.02% 202
2025
Q2 		$206K Buy
+295
New +$186K 0.02% 212

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

Lyell Wealth Management's PH Position: Q3 2026 in Review

Lyell Wealth Management held its Parker-Hannifin (PH) position steady in Q3 2026 at 308 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #197.

Lyell Wealth Management first reported a position in PH in Q2 2025 and has held it in 6 quarters since. The position peaked at $301K in Q2 2026. 1,304 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Lyell Wealth Management held 308 shares of Parker-Hannifin worth $294K as of Q3 2026.
  • Lyell Wealth Management left its Parker-Hannifin share count unchanged in Q3 2026.
  • Parker-Hannifin made up 0.02% of Lyell Wealth Management's portfolio in Q3 2026, its #197 holding.
  • Lyell Wealth Management first reported a position in Parker-Hannifin in Q2 2025 and has held it in 6 quarters since.
  • Lyell Wealth Management's Parker-Hannifin position peaked at $301K in Q2 2026.
  • 1,304 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.