Private Wealth Management Group’s Parker-Hannifin PH Stock Holding History

Private Wealth Management Group’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	$68.8K	Hold	72	–	–	0.02%	211
2026 Q2	$70.4K	Hold	72	–	–	0.02%	196
2026 Q1	$64.5K	Hold	72	–	–	0.02%	162
2025 Q4	$63.3K	Hold	72	–	–	0.02%	166
2025 Q3	$54.6K	Hold	72	–	–	0.02%	183
2025 Q2	$50.3K	Hold	72	–	–	0.02%	172
2025 Q1	$43.8K	Hold	72	–	–	0.02%	184
2024 Q4	$45.8K	Hold	72	–	–	0.02%	174
2024 Q3	$45.5K	Buy	72 +1	+1%	+$568	0.02%	172
2024 Q2	$35.9K	Hold	71	–	–	0.02%	189
2024 Q1	$39.5K	Hold	71	–	–	0.02%	185
2023 Q4	$32.7K	Buy	+71	New	+$29.6K	0.02%	207

Other funds holding PH

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Private Wealth Management Group's PH Position: Q3 2026 in Review

Private Wealth Management Group held its Parker-Hannifin (PH) position steady in Q3 2026 at 72 shares worth $68.8K. The position accounts for 0.02% of the portfolio, ranked #211.

Private Wealth Management Group first reported a position in PH in Q4 2023 and has held it in 12 quarters since. The position peaked at $70.4K in Q2 2026. 1,714 funds tracked by Wall St. Rank hold PH as of Q3 2026.

Private Wealth Management Group held 72 shares of Parker-Hannifin worth $68.8K as of Q3 2026.
Private Wealth Management Group left its Parker-Hannifin share count unchanged in Q3 2026.
Parker-Hannifin made up 0.02% of Private Wealth Management Group's portfolio in Q3 2026, its #211 holding.
Private Wealth Management Group first reported a position in Parker-Hannifin in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Parker-Hannifin position peaked at $70.4K in Q2 2026.
1,714 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.