Position in PH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,262,391
-$135,061 QoQ
Shares Held
2,313
-13.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#765
of 1,972 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Meridian Wealth Management, LLC holds $20,675,710 across 9 Specialty Industrial Machinery names. PH ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
7,437 | $8,737,433 | |
| 2 | EMR |
Emerson Electric Co
|
34,358 | $4,918,347 | |
| 3 | ETN |
Eaton Corp plc
|
5,405 | $2,303,178 | |
| 4 | PH |
Parker-Hannifin Corp
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|
2,313 | $2,262,391 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,827 | $764,618 | |
| 6 | CMI |
Cummins Inc
|
805 | $574,134 | |
| 7 | ROK |
Rockwell Automation, Inc
|
1,157 | $572,807 | |
| 8 | SMR |
NUSCALE POWER Corp
|
32,488 | $325,854 |
All Filings in PH
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,262,391 | 2,313 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,397,452 | 2,678 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,802,746 | 2,051 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,539,044 | 2,030 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,454,913 | 2,083 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,321,465 | 2,174 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,531,560 | 2,408 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,500,572 | 2,375 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $610,257 | 1,098 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $502,163 | 1,090 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $815,654 | 2,094 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $398,620 | 1,022 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $344,848 | 1,026 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $287,508 | 988 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $270,417 | 1,116 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $321,341 | 1,306 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $370,590 | 1,306 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $415,464 | 1,306 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $369,378 | 1,321 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $405,692 | 1,321 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $416,683 | 1,321 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $365,301 | 1,341 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||