Pinnacle Wealth Planning Services
PH icon

Pinnacle Wealth Planning Services’s Parker-Hannifin PH Stock Holding History

Pinnacle Wealth Planning 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 		$1.8M Sell
1,880
-4
-0.2% -$3.93K 0.18% 74
2026
Q2 		$1.84M Buy
1,884
+46
+3% +$42.1K 0.18% 75
2026
Q1 		$1.65M Sell
1,838
-134
-7% -$127K 0.17% 71
2025
Q4 		$1.73M Buy
1,972
+34
+2% +$27.8K 0.18% 64
2025
Q3 		$1.47M Buy
1,938
+96
+5% +$70.8K 0.17% 76
2025
Q2 		$1.29M Buy
1,842
+212
+13% +$134K 0.17% 79
2025
Q1 		$991K Buy
1,630
+20
+1% +$13.1K 0.15% 86
2024
Q4 		$1.02M Sell
1,610
-275
-15% -$182K 0.15% 78
2024
Q3 		$1.19M Sell
1,885
-42
-2% -$23.9K 0.16% 84
2024
Q2 		$975K Buy
1,927
+453
+31% +$243K 0.14% 94
2024
Q1 		$819K Buy
1,474
+10
+0.7% +$5.08K 0.12% 114
2023
Q4 		$674K Sell
1,464
-33
-2% -$13.7K 0.11% 124
2023
Q3 		$583K Buy
1,497
+359
+32% +$144K 0.1% 137
2023
Q2 		$444K Sell
1,138
-5
-0.4% -$1.69K 0.07% 185
2023
Q1 		$384K Buy
1,143
+3
+0.3% +$993 0.06% 221
2022
Q4 		$332K Buy
1,140
+8
+0.7% +$2.29K 0.06% 242
2022
Q3 		$275K Buy
1,132
+23
+2% +$6.22K 0.05% 258
2022
Q2 		$273K Buy
1,109
+172
+18% +$46K 0.05% 264
2022
Q1 		$266K Buy
937
+2
+0.2% +$603 0.05% 298
2021
Q4 		$297K Sell
935
-29
-3% -$8.97K 0.06% 263
2021
Q3 		$270K Buy
964
+2
+0.2% +$595 0.06% 260
2021
Q2 		$295K Buy
962
+1
+0.1% +$310 0.07% 232
2021
Q1 		$303K Buy
961
+3
+0.3% +$866 0.08% 217
2020
Q4 		$261K Buy
+958
New +$237K 0.06% 224

Other funds holding PH

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
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
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

Pinnacle Wealth Planning Services's PH Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Parker-Hannifin (PH) stake by 0.21% in Q3 2026, selling an estimated $3.93K and leaving 1,880 shares worth $1.8M. The position accounts for 0.18% of the portfolio, ranked #74.

Pinnacle Wealth Planning Services first reported a position in PH in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.84M in Q2 2026. 780 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,880 shares of Parker-Hannifin worth $1.8M as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 4 Parker-Hannifin shares in Q3 2026, an estimated $3.93K.
  • Parker-Hannifin made up 0.18% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #74 holding.
  • Pinnacle Wealth Planning Services first reported a position in Parker-Hannifin in Q4 2020 and has held it in 24 quarters since.
  • Pinnacle Wealth Planning Services's Parker-Hannifin position peaked at $1.84M in Q2 2026.
  • 780 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.