Omni 360 Wealth
PH icon

Omni 360 Wealth’s Parker-Hannifin PH Stock Holding History

Omni 360 Wealth’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 		$248K Buy
259
+25
+11% +$24.5K 0.11% 128
2026
Q2 		$229K Hold
234
– – 0.11% 127
2026
Q1 		$210K Hold
234
– – 0.11% 122
2025
Q4 		$219K Buy
+234
New +$192K 0.11% 123

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

Omni 360 Wealth's PH Position: Q3 2026 in Review

Omni 360 Wealth increased its Parker-Hannifin (PH) stake by 11% in Q3 2026, buying an estimated $24.5K and bringing the position to 259 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #128.

Omni 360 Wealth first reported a position in PH in Q4 2025 and has held it in 4 quarters since. 1,199 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Omni 360 Wealth held 259 shares of Parker-Hannifin worth $248K as of Q3 2026.
  • Omni 360 Wealth bought 25 Parker-Hannifin shares in Q3 2026, an estimated $24.5K.
  • Parker-Hannifin made up 0.11% of Omni 360 Wealth's portfolio in Q3 2026, its #128 holding.
  • Omni 360 Wealth first reported a position in Parker-Hannifin in Q4 2025 and has held it in 4 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.