National Wealth Management Group, LLC
Position in PH — Parker-Hannifin Corp
CIK 1977723
CINCINNATI, OH
Position in PH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$260,179
+$5,036 QoQ
Shares Held
266
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,562
of 1,972 holders
Holding Since
Sep 2025
4 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, 2026National Wealth Management Group, LLC holds $1,507,835 across 4 Specialty Industrial Machinery names. PH ranks #4 (17.3% of the industry book) .
All Filings in PH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,179 | 266 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $255,143 | 285 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $306,757 | 349 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $666,413 | 879 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||