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TrueWealth Advisors’s Parker-Hannifin PH Stock Holding History

TrueWealth Advisors’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 		$820K Buy
858
+143
+20% +$140K 0.18% 104
2026
Q2 		$699K Buy
715
+40
+6% +$36.6K 0.16% 118
2026
Q1 		$604K Buy
675
+185
+38% +$175K 0.15% 126
2025
Q4 		$431K Buy
+490
New +$401K 0.11% 151

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

TrueWealth Advisors's PH Position: Q3 2026 in Review

TrueWealth Advisors increased its Parker-Hannifin (PH) stake by 20% in Q3 2026, buying an estimated $140K and bringing the position to 858 shares worth $820K. The position accounts for 0.18% of the portfolio, ranked #104.

TrueWealth Advisors first reported a position in PH in Q4 2025 and has held it in 4 quarters since. 1,143 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • TrueWealth Advisors held 858 shares of Parker-Hannifin worth $820K as of Q3 2026.
  • TrueWealth Advisors bought 143 Parker-Hannifin shares in Q3 2026, an estimated $140K.
  • Parker-Hannifin made up 0.18% of TrueWealth Advisors's portfolio in Q3 2026, its #104 holding.
  • TrueWealth Advisors first reported a position in Parker-Hannifin in Q4 2025 and has held it in 4 quarters since.
  • 1,143 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.