PH — PARKER-HANNIFIN CORP

Ownership history in Compass Wealth Management LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Compass Wealth Management LLC reported a position in PARKER-HANNIFIN CORP (PH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2025 Q3)
Avg. % of fund
0.04%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 300 — 0% 0.05% $227K $755.11
2025 Q2 UNCHANGED 300 — 0% 0.05% $210K $694.02
2025 Q1 UNCHANGED 300 — 0% 0.05% $182K $602.28
2024 Q4 UNCHANGED 300 — 0% 0.05% $191K $628.72
2024 Q3 UNCHANGED 300 — 0% 0.04% $190K $623.08
2024 Q2 UNCHANGED 300 — 0% 0.04% $152K $497.43
2024 Q1 UNCHANGED 300 — 0% 0.04% $167K $544.98
2023 Q4 UNCHANGED 300 — 0% 0.04% $138K $450.44
2023 Q3 UNCHANGED 300 — 0% 0.04% $117K $379.48
2023 Q2 UNCHANGED 300 — 0% 0.03% $101K $378.58
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% of Fund (quarterly)    PH price (monthly, adj. close)

Other funds also holding PH

As of 2025 Q4 — sorted by position size

Tempo Wealth, LLC 14.07% Livelsberger Financial Advisory 9.4% Fullerton Fund Management Co Ltd. 3Y 7Y 7.97% BANYAN CAPITAL MANAGEMENT, INC. 3Y 7Y 7.13% HENDLEY & CO INC 3Y 7Y 5.96% C WorldWide Group Holding A/S 3Y 7Y 5.87% Raub Brock Capital Management LP 3Y 7Y 5.45% Two Point Capital Management, Inc. 3Y 5.22% UNIO CAPITAL LLC 3Y 7Y 5.19% Alphinity Investment Management Pty Ltd 3Y 7Y 4.86%
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