PH — PARKER-HANNIFIN CORP

Ownership history in Segment Wealth Management, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Segment 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
1.43% (2025 Q4)
Avg. % of fund
1.19%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 28,007 -191 -0.7% 1.43% $24.6M $877.32
2025 Q3 ADDED 28,198 +122 +0.4% 1.28% $21.4M $755.11
2025 Q2 REDUCED 28,076 -269 -0.9% 1.24% $19.6M $694.02
2025 Q1 ADDED 28,345 +43 +0.2% 1.17% $17.2M $602.28
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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