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

Trinity 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	$280K	Buy	293 +1	+0.3%	+$982	0.09%	76
2026 Q2	$286K	Buy	292 +18	+7%	+$16.5K	0.09%	65
2026 Q1	$245K	Sell	274 -26	-9%	-$24.6K	0.09%	63
2025 Q4	$264K	Sell	300 -4	-1%	-$3.27K	0.1%	58
2025 Q3	$230K	Sell	304 -1	-0.3%	-$738	0.09%	60
2025 Q2	$213K	Buy	+305	New	+$193K	0.08%	59
2025 Q1	–	Sell	-364	Closed	-$232K	–	56
2024 Q4	$232K	Sell	364 -2	-0.5%	-$1.32K	0.1%	53
2024 Q3	$231K	Buy	+366	New	+$208K	0.11%	52
2024 Q2	–	Sell	-380	Closed	-$211K	–	49
2024 Q1	$211K	Buy	+380	New	+$193K	0.11%	45
2023 Q2	–	Sell	-694	Closed	-$233K	–	46
2023 Q1	$233K	Sell	694 -46	-6%	-$15.2K	0.15%	37
2022 Q4	$215K	Buy	+740	New	+$212K	0.15%	40

Other funds holding PH

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Trinity Wealth Management increased its Parker-Hannifin (PH) stake by 0.34% in Q3 2026, buying an estimated $982 and bringing the position to 293 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #76.

Trinity Wealth Management first reported a position in PH in Q4 2022 and has held it in 11 quarters since. The position peaked at $286K in Q2 2026. 733 funds tracked by Wall St. Rank hold PH as of Q3 2026.

Trinity Wealth Management held 293 shares of Parker-Hannifin worth $280K as of Q3 2026.
Trinity Wealth Management bought 1 Parker-Hannifin share in Q3 2026, an estimated $982.
Parker-Hannifin made up 0.09% of Trinity Wealth Management's portfolio in Q3 2026, its #76 holding.
Trinity Wealth Management first reported a position in Parker-Hannifin in Q4 2022 and has held it in 11 quarters since.
Trinity Wealth Management's Parker-Hannifin position peaked at $286K in Q2 2026.
733 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

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