AE Wealth Management LLC

Position in PH — Parker-Hannifin Corp

CIK 1697723 TOPEKA, KS

Position in PH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$9,664,780

+$1,049,907 QoQ

Shares Held

9,881

+2.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#446

of 1,979 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

AE Wealth Management LLC holds $201,926,188 across 23 Specialty Industrial Machinery names. PH ranks #6 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTS	Watts Water Technologies Inc	157,140	$61,512,421
2	GGG	Graco Inc	562,246	$42,511,387
3	DOV	DOVER Corp	115,322	$25,864,389
4	EMR	Emerson Electric Co	139,937	$20,031,944
5	GEV	GE Vernova Inc.	16,767	$19,698,853
6	PH	Parker-Hannifin Corp This page	9,881	$9,664,780
7	ETN	Eaton Corp plc	13,719	$5,845,915
8	SMR	NUSCALE POWER Corp	381,408	$3,825,521

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,664,780	9,881	+2.7%	Shares	Other	2026-08-03
2026-03-31	$8,614,873	9,623	+2.0%	Shares	Other	2026-05-13
2025-12-31	$8,293,844	9,436	-24.1%	Shares	Other	2026-01-26
2025-09-30	$9,423,791	12,430	+6.0%	Shares	Other	2025-11-03
2025-06-30	$8,188,152	11,723	+7.7%	Shares	Other	2025-08-06
2025-03-31	$6,615,225	10,883	-1.9%	Shares	Other	2025-05-06
2024-12-31	$7,053,568	11,090	+1.9%	Shares	Other	2025-02-13
2024-09-30	$6,874,828	10,881	+276.9%	Shares	Other	2024-11-14
2024-06-30	$1,460,267	2,887	-55.5%	Shares	Other	2024-08-12
2024-03-31	$3,604,296	6,485	-65.2%	Shares	Other	2024-05-15
2023-12-31	$8,583,301	18,631	+120.7%	Shares	Sole	2024-02-14
2023-09-30	$3,288,717	8,443	-19.8%	Shares	Sole	2023-10-11
2023-06-30	$4,106,731	10,529	-3.2%	Shares	Sole	2023-07-10
2023-03-31	$3,655,532	10,876	0.0%	Shares	Sole	2023-04-14
2022-12-31	$3,164,916	10,876	+26.4%	Shares	Sole	2023-01-31
2022-09-30	$2,084,592	8,603	-20.6%	Shares	Sole	2022-10-25
2022-06-30	$2,664,967	10,831	-0.5%	Shares	Sole	2022-08-03
2022-03-31	$3,089,011	10,886	+15.6%	Shares	Sole	2022-04-18
2021-12-31	$2,994,781	9,414	-2.6%	Shares	Sole	2022-01-20
2021-09-30	$2,702,247	9,664	-31.8%	Shares	Sole	2021-11-01
2021-06-30	$4,348,677	14,160	+8.8%	Shares	Sole	2021-07-21
2021-03-31	$4,106,267	13,018	-11.0%	Shares	Sole	2021-04-27
2020-12-31	$3,983,179	14,622	+35.9%	Shares	Sole	2021-02-01
2020-09-30	$2,177,785	10,763	-6.8%	Shares	Sole	2020-11-06
2020-06-30	$2,115,485	11,543	+51.6%	Shares	Sole	2020-08-05
2020-03-31	$987,893	7,615	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.