Planning Strategies
PH icon

Planning Strategies’s Parker-Hannifin PH Stock Holding History

Planning Strategies’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 		$3.82K Hold
4
– – ﹤0.01% 493
2026
Q2 		$3.91K Buy
+4
New +$3.66K ﹤0.01% 449

Other funds holding PH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Planning Strategies's PH Position: Q3 2026 in Review

Planning Strategies held its Parker-Hannifin (PH) position steady in Q3 2026 at 4 shares worth $3.82K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Planning Strategies first reported a position in PH in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.91K in Q2 2026. 1,714 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Planning Strategies held 4 shares of Parker-Hannifin worth $3.82K as of Q3 2026.
  • Planning Strategies left its Parker-Hannifin share count unchanged in Q3 2026.
  • Parker-Hannifin made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #493 holding.
  • Planning Strategies first reported a position in Parker-Hannifin in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's Parker-Hannifin position peaked at $3.91K in Q2 2026.
  • 1,714 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.