Sigma Planning Corp
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Sigma Planning Corp’s Parker-Hannifin PH Stock Holding History

Sigma Planning Corp’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 		$3.18M Buy
3,331
+2,063
+163% +$2.03M 0.08% 245
2026
Q2 		$1.24M Sell
1,268
-27
-2% -$24.7K 0.03% 516
2026
Q1 		$1.16M Sell
1,295
-183
-12% -$173K 0.03% 518
2025
Q4 		$1.3M Sell
1,478
-1,445
-49% -$1.18M 0.04% 453
2025
Q3 		$2.22M Buy
2,923
+1,904
+187% +$1.4M 0.06% 297
2025
Q2 		$711K Buy
1,019
+2
+0.2% +$1.26K 0.02% 637
2025
Q1 		$618K Sell
1,017
-36
-3% -$23.5K 0.02% 642
2024
Q4 		$670K Sell
1,053
-3,593
-77% -$2.38M 0.02% 623
2024
Q3 		$2.94M Buy
4,646
+3,688
+385% +$2.1M 0.09% 216
2024
Q2 		$485K Sell
958
-411
-30% -$220K 0.02% 730
2024
Q1 		$761K Buy
1,369
+813
+146% +$413K 0.02% 602
2023
Q4 		$256K Sell
556
-255
-31% -$106K 0.02% 680
2023
Q3 		$316K Buy
811
+142
+21% +$57.1K 0.01% 900
2023
Q2 		$261K Buy
669
+27
+4% +$9.14K 0.01% 994
2023
Q1 		$216K Buy
+642
New +$213K 0.01% 1150
2022
Q2 		– Sell
-787
Closed -$223K – 1396
2022
Q1 		$223K Buy
787
+74
+10% +$22.3K 0.01% 1192
2021
Q4 		$227K Sell
713
-76
-10% -$23.5K 0.01% 1226
2021
Q3 		$221K Sell
789
-50
-6% -$14.9K 0.01% 1221
2021
Q2 		$258K Sell
839
-50
-6% -$15.5K 0.01% 1169
2021
Q1 		$281K Sell
889
-527
-37% -$152K 0.01% 1027
2020
Q4 		$386K Sell
1,416
-1,395
-50% -$346K 0.01% 783
2020
Q3 		$569K Buy
2,811
+64
+2% +$12.6K 0.02% 565
2020
Q2 		$504K Buy
2,747
+1,098
+67% +$177K 0.02% 588
2020
Q1 		$214K Buy
+1,649
New +$298K 0.01% 764

Other funds holding PH

AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
Tempo Wealth
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Sigma Planning Corp's PH Position: Q3 2026 in Review

Sigma Planning Corp increased its Parker-Hannifin (PH) stake by 163% in Q3 2026, buying an estimated $2.03M and bringing the position to 3,331 shares worth $3.18M. The position accounts for 0.08% of the portfolio, ranked #245.

Sigma Planning Corp first reported a position in PH in Q1 2020 and has held it in 24 quarters since. 527 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Sigma Planning Corp held 3,331 shares of Parker-Hannifin worth $3.18M as of Q3 2026.
  • Sigma Planning Corp bought 2,063 Parker-Hannifin shares in Q3 2026, an estimated $2.03M.
  • Parker-Hannifin made up 0.08% of Sigma Planning Corp's portfolio in Q3 2026, its #245 holding.
  • Sigma Planning Corp first reported a position in Parker-Hannifin in Q1 2020 and has held it in 24 quarters since.
  • 527 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.