Root Financial Partners
PH icon

Root Financial Partners’s Parker-Hannifin PH Stock Holding History

Root Financial Partners’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 		$310K Buy
324
+35
+12% +$34.4K 0.01% 312
2026
Q2 		$283K Buy
289
+131
+83% +$120K 0.01% 307
2026
Q1 		$141K Sell
158
-60
-28% -$56.8K 0.01% 435
2025
Q4 		$191K Buy
218
+15
+7% +$12.3K 0.01% 308
2025
Q3 		$154K Buy
+203
New +$150K 0.01% 331

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
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
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

Root Financial Partners's PH Position: Q3 2026 in Review

Root Financial Partners increased its Parker-Hannifin (PH) stake by 12% in Q3 2026, buying an estimated $34.4K and bringing the position to 324 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #312.

Root Financial Partners first reported a position in PH in Q3 2025 and has held it in 5 quarters since. 1,304 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Root Financial Partners held 324 shares of Parker-Hannifin worth $310K as of Q3 2026.
  • Root Financial Partners bought 35 Parker-Hannifin shares in Q3 2026, an estimated $34.4K.
  • Parker-Hannifin made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #312 holding.
  • Root Financial Partners first reported a position in Parker-Hannifin in Q3 2025 and has held it in 5 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.