TritonPoint Wealth’s Parker-Hannifin PH Stock Holding History

TritonPoint Wealth’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	$3.8M	Sell	3,978 -66	-2%	-$64.8K	0.38%	63
2026 Q2	$3.96M	Sell	4,044 -108	-3%	-$98.9K	0.39%	63
2026 Q1	$3.72M	Sell	4,152 -99	-2%	-$93.7K	0.4%	64
2025 Q4	$3.74M	Sell	4,251 -49	-1%	-$40.1K	0.38%	65
2025 Q3	$3.26M	Buy	4,300 +47	+1%	+$34.7K	0.28%	87
2025 Q2	$2.97M	Sell	4,253 -153	-3%	-$96.7K	0.27%	89
2025 Q1	$2.68M	Sell	4,406 -199	-4%	-$130K	0.25%	90
2024 Q4	$2.93M	Sell	4,605 -12	-0.3%	-$7.95K	0.27%	93
2024 Q3	$2.92M	Sell	4,617 -120	-3%	-$68.2K	0.27%	93
2024 Q2	$2.4M	Sell	4,737 -879	-16%	-$471K	0.23%	99
2024 Q1	$2.62M	Sell	5,616 -498	-8%	-$253K	0.27%	88
2023 Q4	$2.82M	Buy	+6,114	New	+$2.55M	0.27%	85

Other funds holding PH

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

TritonPoint Wealth's PH Position: Q3 2026 in Review

TritonPoint Wealth reduced its Parker-Hannifin (PH) stake by 1.6% in Q3 2026, selling an estimated $64.8K and leaving 3,978 shares worth $3.8M. The position accounts for 0.38% of the portfolio, ranked #63.

TritonPoint Wealth first reported a position in PH in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.96M in Q2 2026. 1,714 funds tracked by Wall St. Rank hold PH as of Q3 2026.

TritonPoint Wealth held 3,978 shares of Parker-Hannifin worth $3.8M as of Q3 2026.
TritonPoint Wealth sold 66 Parker-Hannifin shares in Q3 2026, an estimated $64.8K.
Parker-Hannifin made up 0.38% of TritonPoint Wealth's portfolio in Q3 2026, its #63 holding.
TritonPoint Wealth first reported a position in Parker-Hannifin in Q4 2023 and has held it in 12 quarters since.
TritonPoint Wealth's Parker-Hannifin position peaked at $3.96M in Q2 2026.
1,714 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.