BAKER TILLY WEALTH MANAGEMENT, LLC

Position in PH — Parker-Hannifin Corp

CIK 1840565 MADISON, WI

Position in PH

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$206,383

-$3,998 QoQ

Shares Held

211

-10.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,660

of 1,972 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $2,814,694 across 6 Specialty Industrial Machinery names. PH ranks #6 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OTIS	Otis Worldwide Corp	11,304	$809,366
2	GEV	GE Vernova Inc.	546	$641,473
3	CMI	Cummins Inc	559	$398,684
4	AME	Ametek Inc/	1,603	$387,829
5	DOV	DOVER Corp	1,654	$370,959
6	PH	Parker-Hannifin Corp This page	211	$206,383

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,383	211	-10.2%	Shares	Sole	2026-07-17
2026-03-31	$210,381	235	-5.2%	Shares	Sole	2026-04-10
2025-12-31	$217,982	248	-63.8%	Shares	Sole	2026-01-08
2024-03-31	$381,271	686	-1.2%	Shares	Sole	2024-05-09
2023-12-31	$319,725	694	-10.5%	Shares	Sole	2024-01-10
2023-09-30	$301,878	775	-65.4%	Shares	Sole	2023-10-10
2023-06-30	$874,469	2,242	-7.8%	Shares	Sole	2023-07-20
2023-03-31	$817,419	2,432	-0.3%	Shares	Sole	2023-04-12
2022-12-31	$710,040	2,440	+1.9%	Shares	Sole	2023-01-26
2022-09-30	$580,090	2,394	-1.3%	Shares	Sole	2022-10-20
2022-06-30	$596,917	2,426	-1.9%	Shares	Sole	2022-07-28
2022-03-31	$701,454	2,472	-7.6%	Shares	Sole	2022-04-27
2021-12-31	$850,971	2,675	+8.7%	Shares	Sole	2022-02-08
2021-09-30	$688,424	2,462	-2.6%	Shares	Sole	2021-11-02
2021-06-30	$776,681	2,529	+1.2%	Shares	Sole	2021-07-30
2021-03-31	$787,944	2,498	—	Shares	Sole	2021-04-28
No filing history on record for this holder in this stock.