Ownership history in Integrated Wealth Concepts LLC Β· 10 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts 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 β sourced directly from SEC EDGAR 13F filings.
π Integrated Wealth Concepts LLC outperformed the S&P 500 by +13.8% annually on this PH position. Timing score: 44% (4/9 decisions correct). Average cost basis: $476.06. Maximum drawdown during holding period: β8.7%.
π₯ Exceptional β beat the S&P 500 by 13.8% per year on this position.
9 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 9 add/trim decisions correct
Best entry: $378.58 (2023 Q2) Β· Worst: $755.11 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 3 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size