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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Parker-Hannifin PH Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$95.5K Sell
100
-195
-66% -$191K 0.03% 447
2026
Q2 		$289K Buy
295
+3
+1% +$2.75K 0.04% 421
2026
Q1 		$261K Buy
292
+11
+4% +$10.4K 0.04% 438
2025
Q4 		$247K Buy
281
+175
+165% +$143K 0.03% 450
2025
Q3 		$80.5K Sell
106
-4
-4% -$2.95K 0.01% 787
2025
Q2 		$76.8K Hold
110
– – 0.01% 784
2025
Q1 		$66.7K Buy
110
+14
+15% +$9.16K 0.01% 833
2024
Q4 		$60.8K Hold
96
– – 0.01% 811
2024
Q3 		$61K Buy
+96
New +$54.5K 0.01% 863

Other funds holding PH

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
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
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s PH Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Parker-Hannifin (PH) stake by 66% in Q3 2026, selling an estimated $191K and leaving 100 shares worth $95.5K. The position accounts for 0.03% of the portfolio, ranked #447.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in PH in Q3 2024 and has held it in 9 quarters since. The position peaked at $289K in Q2 2026. 1,625 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 100 shares of Parker-Hannifin worth $95.5K as of Q3 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 195 Parker-Hannifin shares in Q3 2026, an estimated $191K.
  • Parker-Hannifin made up 0.03% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #447 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Parker-Hannifin in Q3 2024 and has held it in 9 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Parker-Hannifin position peaked at $289K in Q2 2026.
  • 1,625 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.