Smallwood Wealth Investment Management, LLC
Position in PH — Parker-Hannifin Corp
CIK 1921304
RED BANK, NJ
Position in PH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,912
-$3,249 QoQ
Shares Held
4
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,934
of 1,971 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $467,644 across 7 Specialty Industrial Machinery names. PH ranks #6 (0.8% of the industry book) .
All Filings in PH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,912 | 4 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,161 | 8 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,031 | 8 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,032 | 4 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $698 | 1 | Shares | Sole | 2025-10-03 | |
| No filing history on record for this holder in this stock. | ||||||