Roxbury Financial
PH icon

Roxbury Financial’s Parker-Hannifin PH Stock Holding History

Roxbury Financial’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 		$227K Hold
238
– – 0.17% 95
2026
Q2 		$232K Buy
238
+8
+3% +$7.33K 0.18% 93
2026
Q1 		$206K Buy
230
+8
+4% +$7.57K 0.19% 92
2025
Q4 		$195K Buy
222
+1
+0.5% +$818 0.17% 95
2025
Q3 		$168K Hold
221
– – 0.15% 100
2025
Q2 		$154K Buy
221
+1
+0.5% +$632 0.15% 103
2025
Q1 		$147K Hold
220
– – 0.14% 101
2024
Q4 		$155K Buy
+220
New +$146K 0.15% 100

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

Roxbury Financial's PH Position: Q3 2026 in Review

Roxbury Financial held its Parker-Hannifin (PH) position steady in Q3 2026 at 238 shares worth $227K. The position accounts for 0.17% of the portfolio, ranked #95.

Roxbury Financial first reported a position in PH in Q4 2024 and has held it in 8 quarters since. The position peaked at $232K in Q2 2026. 1,304 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Roxbury Financial held 238 shares of Parker-Hannifin worth $227K as of Q3 2026.
  • Roxbury Financial left its Parker-Hannifin share count unchanged in Q3 2026.
  • Parker-Hannifin made up 0.17% of Roxbury Financial's portfolio in Q3 2026, its #95 holding.
  • Roxbury Financial first reported a position in Parker-Hannifin in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's Parker-Hannifin position peaked at $232K in Q2 2026.
  • 1,304 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.