MASTER'S WEALTH MANAGEMENT INC. PH — PARKER-HANNIFIN CORP

Ownership history in MASTER'S WEALTH MANAGEMENT INC.  ·  6 quarters on record

AI Ownership Summary

MASTER'S WEALTH MANAGEMENT INC. reported PARKER-HANNIFIN CORP (PH) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.39% in 2025 Q3. The latest visible filing shows PH at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MASTER'S WEALTH MANAGEMENT INC.'s position in PARKER-HANNIFIN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PH was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PH stock page MASTER'S WEALTH MANAGEMENT INC. fund profile MASTER'S WEALTH MANAGEMENT INC. full holdings
How MASTER'S WEALTH MANAGEMENT INC. held PH — position size vs. price
% of Fund (quarterly)    PH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,189 -50 -4.0% 0.36% $1.1M 2026-04-23 $973.88
2025 Q4 ADDED — — — 1,239 +39 +3.2% 0.39% $1.1M 2026-01-21 $943.53
2025 Q3 ADDED — — — 1,200 +53 +4.6% 0.39% $909K 2025-11-03 $768.78
2025 Q2 ADDED — — — 1,147 +383 +50.1% 0.37% $801K 2025-07-29 $730.18
2025 Q1 ADDED — — — 764 +38 +5.2% 0.24% $464K 2025-04-25 $592.54
2024 Q4 INITIATED — — — 726 — — 0.25% $462K 2025-02-13 $687.46

🏢 Other funds also holding PH

As of 2026 Q1 — sorted by position size

Raub Brock Capital Management LP 3Y 7Y 4.49% Two Point Capital Management, Inc. 3Y 4.41% Pegasus Asset Management, Inc. 3Y 7Y 4.28% EVEXIA WEALTH LLC 3.69% HENDLEY & CO INC 3Y 7Y 3.56% Westhampton Capital, LLC 3Y 3.23% Tower View Wealth Management LLC 3Y 7Y 2.5% CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 2.5% Heirloom Wealth Management 3Y 2.48% Howard Capital Management Group, LLC 3Y 2.29%

FAQ About MASTER'S WEALTH MANAGEMENT INC. and PH

These are the practical questions this page is built to answer before you even open the full history table.

How long has MASTER'S WEALTH MANAGEMENT INC. reported owning PH?

MASTER'S WEALTH MANAGEMENT INC. reported PH across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported PH position in MASTER'S WEALTH MANAGEMENT INC.'s portfolio?

The largest reported portfolio weight for PH was 0.39% in 2025 Q3.

What is the latest reported PH position on this page?

The most recent filing on this page is 2026 Q1, when MASTER'S WEALTH MANAGEMENT INC. reported 1,189 shares, equal to 0.36% of portfolio, with an estimated market value of $1.1M.

What does the chart on this PH ownership page compare?

The chart compares MASTER'S WEALTH MANAGEMENT INC.'s quarterly PH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MASTER'S WEALTH MANAGEMENT INC. time their PH position?

Based on 13F filing dates vs. subsequent PH price moves, MASTER'S WEALTH MANAGEMENT INC. correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on PH relative to SPY over the holding period was +16.7%.

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