Position in PH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$416,679
+$40,679 QoQ
Shares Held
426
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,336
of 1,972 holders
Holding Since
Dec 2022
15 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, 2026Sonoma Private Wealth LLC holds $416,679 across 1 Specialty Industrial Machinery name. PH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
This page
|
426 | $416,679 |
All Filings in PH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,679 | 426 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $376,000 | 420 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $448,269 | 510 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $396,512 | 523 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $364,601 | 522 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $334,925 | 551 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $346,636 | 545 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $421,423 | 667 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $327,764 | 648 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $345,701 | 622 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $306,826 | 666 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $305,383 | 784 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $305,791 | 784 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $251,746 | 749 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $217,377 | 747 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||