UAG
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United Advisor Group’s Parker-Hannifin PH Stock Holding History

United Advisor 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 		$262K Sell
274
-28
-9% -$27.5K 0.02% 487
2026
Q2 		$295K Sell
302
-26
-8% -$23.8K 0.03% 428
2026
Q1 		$294K Sell
328
-30
-8% -$28.4K 0.04% 397
2025
Q4 		$315K Buy
358
+67
+23% +$54.8K 0.04% 367
2025
Q3 		$221K Buy
+291
New +$215K 0.03% 427

Other funds holding PH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

United Advisor Group's PH Position: Q3 2026 in Review

United Advisor Group reduced its Parker-Hannifin (PH) stake by 9.3% in Q3 2026, selling an estimated $27.5K and leaving 274 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #487.

United Advisor Group first reported a position in PH in Q3 2025 and has held it in 5 quarters since. The position peaked at $315K in Q4 2025. 1,714 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • United Advisor Group held 274 shares of Parker-Hannifin worth $262K as of Q3 2026.
  • United Advisor Group sold 28 Parker-Hannifin shares in Q3 2026, an estimated $27.5K.
  • Parker-Hannifin made up 0.02% of United Advisor Group's portfolio in Q3 2026, its #487 holding.
  • United Advisor Group first reported a position in Parker-Hannifin in Q3 2025 and has held it in 5 quarters since.
  • United Advisor Group's Parker-Hannifin position peaked at $315K in Q4 2025.
  • 1,714 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.