Sagace Wealth Management
PH icon

Sagace Wealth Management’s Parker-Hannifin PH Stock Holding History

Sagace Wealth Management’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 		$269K Buy
282
+16
+6% +$15.7K 0.17% 68
2026
Q2 		$260K Hold
266
– – 0.16% 66
2026
Q1 		$238K Buy
266
+5
+2% +$4.73K 0.16% 64
2025
Q4 		$229K Buy
+261
New +$214K 0.16% 63

Other funds holding PH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sagace Wealth Management's PH Position: Q3 2026 in Review

Sagace Wealth Management increased its Parker-Hannifin (PH) stake by 6% in Q3 2026, buying an estimated $15.7K and bringing the position to 282 shares worth $269K. The position accounts for 0.17% of the portfolio, ranked #68.

Sagace Wealth Management first reported a position in PH in Q4 2025 and has held it in 4 quarters since. 1,199 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Sagace Wealth Management held 282 shares of Parker-Hannifin worth $269K as of Q3 2026.
  • Sagace Wealth Management bought 16 Parker-Hannifin shares in Q3 2026, an estimated $15.7K.
  • Parker-Hannifin made up 0.17% of Sagace Wealth Management's portfolio in Q3 2026, its #68 holding.
  • Sagace Wealth Management first reported a position in Parker-Hannifin in Q4 2025 and has held it in 4 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Sagace Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.