Retirement Wealth Solutions
PH icon

Retirement Wealth Solutions’s Parker-Hannifin PH Stock Holding History

Retirement Wealth Solutions’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 		$80.3K Buy
84
+13
+18% +$12.8K 0.04% 93
2026
Q2 		$69.4K Hold
71
– – 0.04% 92
2026
Q1 		$63.6K Sell
71
-3
-4% -$2.84K 0.04% 87
2025
Q4 		$65K Hold
74
– – 0.04% 84
2025
Q3 		$56.1K Hold
74
– – 0.04% 90
2025
Q2 		$51.7K Hold
74
– – 0.04% 89
2025
Q1 		$45K Hold
74
– – 0.04% 83
2024
Q4 		$46.6K Buy
+74
New +$49K 0.04% 88

Other funds holding PH

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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Retirement Wealth Solutions's PH Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Parker-Hannifin (PH) stake by 18% in Q3 2026, buying an estimated $12.8K and bringing the position to 84 shares worth $80.3K. The position accounts for 0.04% of the portfolio, ranked #93.

Retirement Wealth Solutions first reported a position in PH in Q4 2024 and has held it in 8 quarters since. 1,248 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Retirement Wealth Solutions held 84 shares of Parker-Hannifin worth $80.3K as of Q3 2026.
  • Retirement Wealth Solutions bought 13 Parker-Hannifin shares in Q3 2026, an estimated $12.8K.
  • Parker-Hannifin made up 0.04% of Retirement Wealth Solutions's portfolio in Q3 2026, its #93 holding.
  • Retirement Wealth Solutions first reported a position in Parker-Hannifin in Q4 2024 and has held it in 8 quarters since.
  • 1,248 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.