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

Partners 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 		– Sell
-225
Closed -$220K – 484
2026
Q2 		$220K Hold
225
– – 0.22% 95
2026
Q1 		$201K Buy
+225
New +$213K 0.21% 104

Other funds holding PH

Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Partners Wealth Management sold out of Parker-Hannifin (PH) in Q3 2026, closing a stake of 225 shares — an estimated $220K sold.

Partners Wealth Management first reported a position in PH in Q1 2026 and held it in 2 quarters. The position peaked at $220K in Q2 2026. 907 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Partners Wealth Management reported no remaining Parker-Hannifin position as of Q3 2026 after selling out during the quarter.
  • Partners Wealth Management sold 225 Parker-Hannifin shares in Q3 2026, an estimated $220K.
  • Partners Wealth Management first reported a position in Parker-Hannifin in Q1 2026 and held it in 2 quarters.
  • Partners Wealth Management's Parker-Hannifin position peaked at $220K in Q2 2026.
  • 907 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.