W Advisors LLC
PH icon

W Advisors LLC’s Parker-Hannifin PH Stock Holding History

W Advisors LLC’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 		$594K Buy
622
+21
+3% +$20.6K 0.26% 78
2026
Q2 		$588K Hold
601
– – 0.27% 79
2026
Q1 		$538K Buy
601
+1
+0.2% +$946 0.28% 75
2025
Q4 		$527K Sell
600
-1
-0.2% -$818 0.27% 77
2025
Q3 		$456K Buy
601
+12
+2% +$8.85K 0.24% 83
2025
Q2 		$411K Sell
589
-20
-3% -$12.6K 0.24% 83
2025
Q1 		$370K Buy
609
+22
+4% +$14.4K 0.23% 85
2024
Q4 		$373K Buy
587
+6
+1% +$3.97K 0.23% 83
2024
Q3 		$367K Buy
581
+19
+3% +$10.8K 0.23% 84
2024
Q2 		$284K Buy
+562
New +$301K 0.19% 97

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
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

W Advisors LLC's PH Position: Q3 2026 in Review

W Advisors LLC increased its Parker-Hannifin (PH) stake by 3.5% in Q3 2026, buying an estimated $20.6K and bringing the position to 622 shares worth $594K. The position accounts for 0.26% of the portfolio, ranked #78.

W Advisors LLC first reported a position in PH in Q2 2024 and has held it in 10 quarters since. 1,109 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • W Advisors LLC held 622 shares of Parker-Hannifin worth $594K as of Q3 2026.
  • W Advisors LLC bought 21 Parker-Hannifin shares in Q3 2026, an estimated $20.6K.
  • Parker-Hannifin made up 0.26% of W Advisors LLC's portfolio in Q3 2026, its #78 holding.
  • W Advisors LLC first reported a position in Parker-Hannifin in Q2 2024 and has held it in 10 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.