Turning Point Benefit Group
PH icon

Turning Point Benefit Group’s Parker-Hannifin PH Stock Holding History

Turning Point Benefit Group’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 		$242K Sell
251
-1
-0.4% -$982 0.1% 99
2026
Q2 		$246K Sell
252
-4
-2% -$3.66K 0.11% 99
2026
Q1 		$232K Buy
256
+7
+3% +$6.62K 0.15% 88
2025
Q4 		$219K Buy
249
+61
+32% +$49.9K 0.11% 83
2025
Q3 		$142K Buy
+188
New +$139K 0.09% 98

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Swedbank
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AMF Tjänstepension
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Sumitomo Mitsui Trust Group
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
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Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Turning Point Benefit Group's PH Position: Q3 2026 in Review

Turning Point Benefit Group reduced its Parker-Hannifin (PH) stake by 0.4% in Q3 2026, selling an estimated $982 and leaving 251 shares worth $242K. The position accounts for 0.1% of the portfolio, ranked #99.

Turning Point Benefit Group first reported a position in PH in Q3 2025 and has held it in 5 quarters since. The position peaked at $246K in Q2 2026. 914 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Turning Point Benefit Group held 251 shares of Parker-Hannifin worth $242K as of Q3 2026.
  • Turning Point Benefit Group sold 1 Parker-Hannifin share in Q3 2026, an estimated $982.
  • Parker-Hannifin made up 0.1% of Turning Point Benefit Group's portfolio in Q3 2026, its #99 holding.
  • Turning Point Benefit Group first reported a position in Parker-Hannifin in Q3 2025 and has held it in 5 quarters since.
  • Turning Point Benefit Group's Parker-Hannifin position peaked at $246K in Q2 2026.
  • 914 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Turning Point Benefit Group's 13F filing for Q3 2026, filed 28 Oct 2026.