Optivise Advisory Services’s Parker-Hannifin PH Stock Holding History

Optivise Advisory Services’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	$850K	Buy	890 +97	+12%	+$95.2K	0.42%	65
2026 Q2	$776K	Buy	793 +92	+13%	+$84.3K	0.39%	71
2026 Q1	$627K	Sell	701 -120	-15%	-$114K	0.38%	74
2025 Q4	$721K	Buy	821 +244	+42%	+$200K	0.42%	68
2025 Q3	$438K	Buy	577 +186	+48%	+$137K	0.26%	95
2025 Q2	$273K	Buy	391 +23	+6%	+$14.5K	0.14%	148
2025 Q1	$223K	Buy	+368	New	+$241K	0.13%	172
2024 Q4	–	Sell	-384	Closed	-$243K	–	187
2024 Q3	$243K	Sell	384 -110	-22%	-$62.5K	0.13%	144
2024 Q2	$250K	Buy	+494	New	+$265K	0.14%	144

Other funds holding PH

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Optivise Advisory Services's PH Position: Q3 2026 in Review

Optivise Advisory Services increased its Parker-Hannifin (PH) stake by 12% in Q3 2026, buying an estimated $95.2K and bringing the position to 890 shares worth $850K. The position accounts for 0.42% of the portfolio, ranked #65.

Optivise Advisory Services first reported a position in PH in Q2 2024 and has held it in 9 quarters since. 528 funds tracked by Wall St. Rank hold PH as of Q3 2026.

Optivise Advisory Services held 890 shares of Parker-Hannifin worth $850K as of Q3 2026.
Optivise Advisory Services bought 97 Parker-Hannifin shares in Q3 2026, an estimated $95.2K.
Parker-Hannifin made up 0.42% of Optivise Advisory Services's portfolio in Q3 2026, its #65 holding.
Optivise Advisory Services first reported a position in Parker-Hannifin in Q2 2024 and has held it in 9 quarters since.
528 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.