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
2024 Q4 ADDED 28,302 +51 +0.2% 1.23% $18.0M $628.72
2024 Q3 REDUCED 28,251 -41 -0.1% 1.23% $17.8M $623.08
2024 Q2 ADDED 28,292 +472 +1.7% 1.06% $14.3M $497.43
2024 Q1 ADDED 27,820 +1,060 +4.0% 1.17% $15.5M $544.98
2023 Q4 ADDED 26,760 +914 +3.5% 1.09% $12.3M $450.44
2023 Q3 INITIATED 25,846 1.02% $10.1M
% of Fund (quarterly)    PH price (monthly, adj. close)
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