Position in PH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,792,214
+$1,670,631 QoQ
Shares Held
12,056
+6.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#410
of 1,972 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $68,537,069 across 19 Specialty Industrial Machinery names. PH ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
11,576 | $13,600,179 | |
| 2 | PH |
Parker-Hannifin Corp
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|
12,056 | $11,792,214 | |
| 3 | ETN |
Eaton Corp plc
|
23,340 | $9,945,640 | |
| 4 | CMI |
Cummins Inc
|
10,517 | $7,500,829 | |
| 5 | WTS |
Watts Water Technologies Inc
|
12,986 | $5,083,369 | |
| 6 | NDSN |
Nordson Corp
|
14,539 | $4,386,270 | |
| 7 | EMR |
Emerson Electric Co
|
24,469 | $3,502,737 | |
| 8 | KAI |
Kadant Inc
|
7,411 | $2,328,758 |
All Filings in PH
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,792,214 | 12,056 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,121,583 | 11,306 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,050,541 | 13,710 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,595,904 | 11,338 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,290,140 | 11,869 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,350,122 | 12,092 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,645,080 | 12,020 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,908,319 | 10,934 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,346,425 | 8,593 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,977,099 | 8,955 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,205,831 | 4,788 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,911,374 | 4,907 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,834,030 | 7,266 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $782,127 | 2,327 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $930,327 | 3,197 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $457,238 | 1,887 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $621,276 | 2,525 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $6,089,771 | 19,143 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $7,365,750 | 26,342 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,660,244 | 24,943 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $7,408,504 | 23,487 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,863,829 | 6,842 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||