Position in PH
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,614,873
+$321,029 QoQ
Shares Held
9,623
+2.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026AE Wealth Management LLC holds $170,309,504 across 24 Specialty Industrial Machinery names. PH ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTS |
Watts Water Technologies Inc
|
145,531 | $42,246,163 | |
| 2 | GGG |
Graco Inc
|
489,537 | $41,439,280 | |
| 3 | DOV |
DOVER Corp
|
127,935 | $26,668,025 | |
| 4 | EMR |
Emerson Electric Co
|
128,358 | $16,817,438 | |
| 5 | GEV |
GE Vernova Inc.
|
16,219 | $14,157,542 | |
| 6 | ETN |
Eaton Corp plc
|
26,849 | $9,603,066 | |
| 7 | PH |
Parker-Hannifin Corp
This page
|
9,623 | $8,614,873 | |
| 8 | ITW |
Illinois Tool Works Inc
|
8,536 | $2,221,816 |
All Filings in PH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,614,873 | 9,623 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $8,293,844 | 9,436 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $9,423,791 | 12,430 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $8,188,152 | 11,723 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $6,615,225 | 10,883 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $7,053,568 | 11,090 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $6,874,828 | 10,881 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,460,267 | 2,887 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $3,604,296 | 6,485 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $8,583,301 | 18,631 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,288,717 | 8,443 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,106,731 | 10,529 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,655,532 | 10,876 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,164,916 | 10,876 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,084,592 | 8,603 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,664,967 | 10,831 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,089,011 | 10,886 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,994,781 | 9,414 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,702,247 | 9,664 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,348,677 | 14,160 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,106,267 | 13,018 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,983,179 | 14,622 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,177,785 | 10,763 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,115,485 | 11,543 | 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. | ||||||