True Wealth Design
PH icon

True Wealth Design’s Parker-Hannifin PH Stock Holding History

True Wealth Design’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 		$379K Buy
397
+1
+0.3% +$982 0.09% 55
2026
Q2 		$387K Buy
396
+19
+5% +$17.4K 0.09% 54
2026
Q1 		$338K Buy
377
+19
+5% +$18K 0.09% 51
2025
Q4 		$315K Sell
358
-2
-0.6% -$1.64K 0.09% 43
2025
Q3 		$273K Hold
360
– – 0.08% 46
2025
Q2 		$251K Sell
360
-30
-8% -$19K 0.09% 37
2025
Q1 		$237K Buy
390
+1
+0.3% +$654 0.09% 32
2024
Q4 		$247K Buy
389
+2
+0.5% +$1.32K 0.1% 27
2024
Q3 		$245K Sell
387
-68
-15% -$38.6K 0.1% 27
2024
Q2 		$230K Hold
455
– – 0.06% 114
2024
Q1 		$253K Buy
455
+2
+0.4% +$1.02K 0.06% 113
2023
Q4 		$209K Buy
453
+450
+15,000% +$187K 0.06% 114
2023
Q3 		$1.17K Hold
3
– – ﹤0.01% 306
2023
Q2 		$1.17K Hold
3
– – ﹤0.01% 309
2023
Q1 		$1.01K Hold
3
– – ﹤0.01% 404
2022
Q4 		$873 Buy
+3
New +$859 ﹤0.01% 354

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

True Wealth Design's PH Position: Q3 2026 in Review

True Wealth Design increased its Parker-Hannifin (PH) stake by 0.25% in Q3 2026, buying an estimated $982 and bringing the position to 397 shares worth $379K. The position accounts for 0.09% of the portfolio, ranked #55.

True Wealth Design first reported a position in PH in Q4 2022 and has held it in 16 quarters since. The position peaked at $387K in Q2 2026. 527 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • True Wealth Design held 397 shares of Parker-Hannifin worth $379K as of Q3 2026.
  • True Wealth Design bought 1 Parker-Hannifin share in Q3 2026, an estimated $982.
  • Parker-Hannifin made up 0.09% of True Wealth Design's portfolio in Q3 2026, its #55 holding.
  • True Wealth Design first reported a position in Parker-Hannifin in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Parker-Hannifin position peaked at $387K in Q2 2026.
  • 527 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.