Occidental Asset Management
PH icon

Occidental Asset Management’s Parker-Hannifin PH Stock Holding History

Occidental Asset 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 		$382K Buy
400
+25
+7% +$24.5K 0.03% 245
2026
Q2 		$367K Buy
375
+2
+0.5% +$1.83K 0.04% 222
2026
Q1 		$334K Buy
373
+7
+2% +$6.62K 0.04% 207
2025
Q4 		$322K Buy
366
+10
+3% +$8.18K 0.04% 198
2025
Q3 		$270K Buy
356
+2
+0.6% +$1.48K 0.03% 218
2025
Q2 		$247K Sell
354
-95
-21% -$60K 0.03% 224
2025
Q1 		$273K Buy
+449
New +$294K 0.04% 201

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

Occidental Asset Management's PH Position: Q3 2026 in Review

Occidental Asset Management increased its Parker-Hannifin (PH) stake by 6.7% in Q3 2026, buying an estimated $24.5K and bringing the position to 400 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #245.

Occidental Asset Management first reported a position in PH in Q1 2025 and has held it in 7 quarters since. 1,199 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Occidental Asset Management held 400 shares of Parker-Hannifin worth $382K as of Q3 2026.
  • Occidental Asset Management bought 25 Parker-Hannifin shares in Q3 2026, an estimated $24.5K.
  • Parker-Hannifin made up 0.03% of Occidental Asset Management's portfolio in Q3 2026, its #245 holding.
  • Occidental Asset Management first reported a position in Parker-Hannifin in Q1 2025 and has held it in 7 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Occidental Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.