Ridgeline Wealth Planning
PH icon

Ridgeline Wealth Planning’s Parker-Hannifin PH Stock Holding History

Ridgeline Wealth Planning’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 		$442K Buy
463
+26
+6% +$25.5K 0.25% 35
2026
Q2 		$427K Hold
437
– – 0.27% 33
2026
Q1 		$391K Sell
437
-209
-32% -$198K 0.29% 38
2025
Q4 		$568K Buy
646
+2
+0.3% +$1.64K 0.41% 29
2025
Q3 		$488K Buy
+644
New +$475K 0.37% 27

Other funds holding PH

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
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
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ridgeline Wealth Planning's PH Position: Q3 2026 in Review

Ridgeline Wealth Planning increased its Parker-Hannifin (PH) stake by 5.9% in Q3 2026, buying an estimated $25.5K and bringing the position to 463 shares worth $442K. The position accounts for 0.25% of the portfolio, ranked #35.

Ridgeline Wealth Planning first reported a position in PH in Q3 2025 and has held it in 5 quarters since. The position peaked at $568K in Q4 2025. 1,463 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Ridgeline Wealth Planning held 463 shares of Parker-Hannifin worth $442K as of Q3 2026.
  • Ridgeline Wealth Planning bought 26 Parker-Hannifin shares in Q3 2026, an estimated $25.5K.
  • Parker-Hannifin made up 0.25% of Ridgeline Wealth Planning's portfolio in Q3 2026, its #35 holding.
  • Ridgeline Wealth Planning first reported a position in Parker-Hannifin in Q3 2025 and has held it in 5 quarters since.
  • Ridgeline Wealth Planning's Parker-Hannifin position peaked at $568K in Q4 2025.
  • 1,463 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.