Perigon Wealth Management
PH icon

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

Perigon 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 		$1.83M Buy
1,911
+419
+28% +$411K 0.03% 423
2026
Q2 		$1.46M Buy
1,492
+236
+19% +$216K 0.02% 473
2026
Q1 		$1.12M Buy
1,256
+77
+7% +$72.9K 0.02% 500
2025
Q4 		$1.04M Buy
1,179
+31
+3% +$25.4K 0.02% 531
2025
Q3 		$871K Buy
1,148
+101
+10% +$74.5K 0.02% 560
2025
Q2 		$731K Buy
1,047
+250
+31% +$158K 0.02% 569
2025
Q1 		$485K Sell
797
-8
-1% -$5.23K 0.01% 649
2024
Q4 		$530K Buy
805
+65
+9% +$43K 0.01% 625
2024
Q3 		$468K Buy
740
+27
+4% +$15.3K 0.01% 639
2024
Q2 		$361K Buy
713
+47
+7% +$25.2K 0.01% 625
2024
Q1 		$370K Buy
666
+131
+24% +$66.6K 0.01% 618
2023
Q4 		$247K Buy
+535
New +$223K 0.01% 728
2021
Q1 		– Sell
-274
Closed -$75K – 885
2020
Q4 		$75K Buy
+274
New +$67.9K 0.01% 619
2018
Q4 		– Sell
-1,237
Closed -$227K – 264
2018
Q3 		$227K Buy
+1,237
New +$212K 0.06% 222
2018
Q2 		– Sell
-1,236
Closed -$211K – 505
2018
Q1 		$211K Buy
1,236
+1,041
+534% +$197K 0.08% 159
2017
Q4 		$39K Hold
195
– – 0.01% 320
2017
Q3 		$34K Hold
195
– – 0.01% 389
2017
Q2 		$31K Hold
195
– – 0.01% 419
2017
Q1 		$31K Hold
195
– – 0.01% 433
2016
Q4 		$31K Hold
195
– – 0.01% 409
2016
Q3 		$24K Hold
195
– – 0.01% 379
2016
Q2 		$21K Buy
+195
New +$21.9K 0.01% 338

Other funds holding PH

AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 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
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

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

Perigon Wealth Management increased its Parker-Hannifin (PH) stake by 28% in Q3 2026, buying an estimated $411K and bringing the position to 1,911 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #423.

Perigon Wealth Management first reported a position in PH in Q2 2016 and has held it in 22 quarters since. 527 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Perigon Wealth Management held 1,911 shares of Parker-Hannifin worth $1.83M as of Q3 2026.
  • Perigon Wealth Management bought 419 Parker-Hannifin shares in Q3 2026, an estimated $411K.
  • Parker-Hannifin made up 0.03% of Perigon Wealth Management's portfolio in Q3 2026, its #423 holding.
  • Perigon Wealth Management first reported a position in Parker-Hannifin in Q2 2016 and has held it in 22 quarters since.
  • 527 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.