Position in PH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,674,541
+$486,558 QoQ
Shares Held
1,712
+29.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#841
of 1,972 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Wealthspire Advisors, LLC holds $27,023,191 across 15 Specialty Industrial Machinery names. PH ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,292 | $7,392,219 | |
| 2 | ETN |
Eaton Corp plc
|
12,974 | $5,528,480 | |
| 3 | ROK |
Rockwell Automation, Inc
|
6,154 | $3,046,722 | |
| 4 | ITW |
Illinois Tool Works Inc
|
7,506 | $2,030,147 | |
| 5 | EMR |
Emerson Electric Co
|
12,383 | $1,772,626 | |
| 6 | PH |
Parker-Hannifin Corp
This page
|
1,712 | $1,674,541 | |
| 7 | DOV |
DOVER Corp
|
6,968 | $1,562,783 | |
| 8 | CMI |
Cummins Inc
|
1,938 | $1,382,200 |
All Filings in PH
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,674,541 | 1,712 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,187,983 | 1,327 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,539,058 | 1,751 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,042,456 | 1,375 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $896,835 | 1,284 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $758,596 | 1,248 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $880,901 | 1,385 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $835,897 | 1,323 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $640,861 | 1,267 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $644,716 | 1,160 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $565,278 | 1,227 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $449,506 | 1,154 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $370,928 | 951 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $302,162 | 899 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $339,888 | 1,168 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $245,311 | 997 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $281,773 | 993 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $545,575 | 1,715 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $355,397 | 1,271 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $318,473 | 1,037 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $712,556 | 2,259 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $574,240 | 2,108 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $264,778 | 2,041 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||