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

Mosley 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	$867K	Sell	902 -48	-5%	-$47.1K	0.25%	74
2026 Q2	$929K	Sell	950 -160	-14%	-$147K	0.3%	59
2026 Q1	$842K	Hold	1,110	–	–	0.38%	60
2025 Q4	$836K	Buy	+1,110	New	+$908K	0.38%	62
2024 Q4	$767K	Buy	1,152 +4	+0.3%	+$2.65K	0.48%	45
2024 Q3	$734K	Hold	1,148	–	–	0.5%	43
2024 Q2	$581K	Hold	1,148	–	–	0.49%	45
2024 Q1	$638K	Hold	1,148	–	–	0.6%	40
2023 Q4	$529K	Buy	+1,148	New	+$478K	0.52%	42

Other funds holding PH

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Mosley Wealth Management reduced its Parker-Hannifin (PH) stake by 5.1% in Q3 2026, selling an estimated $47.1K and leaving 902 shares worth $867K. The position accounts for 0.25% of the portfolio, ranked #74.

Mosley Wealth Management first reported a position in PH in Q4 2023 and has held it in 9 quarters since. The position peaked at $929K in Q2 2026. 1,304 funds tracked by Wall St. Rank hold PH as of Q3 2026.

Mosley Wealth Management held 902 shares of Parker-Hannifin worth $867K as of Q3 2026.
Mosley Wealth Management sold 48 Parker-Hannifin shares in Q3 2026, an estimated $47.1K.
Parker-Hannifin made up 0.25% of Mosley Wealth Management's portfolio in Q3 2026, its #74 holding.
Mosley Wealth Management first reported a position in Parker-Hannifin in Q4 2023 and has held it in 9 quarters since.
Mosley Wealth Management's Parker-Hannifin position peaked at $929K in Q2 2026.
1,304 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.