Position in PH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,682,877
+$3,759,902 QoQ
Shares Held
5,810
+170.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#562
of 1,973 holders
Holding Since
Mar 2024
9 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, 2026Wealth Group, Ltd. holds $22,612,196 across 7 Specialty Industrial Machinery names. PH ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
12,287 | $8,763,211 | |
| 2 | PH |
Parker-Hannifin Corp
This page
|
5,810 | $5,682,877 | |
| 3 | GEV |
GE Vernova Inc.
|
2,678 | $3,146,275 | |
| 4 | ETN |
Eaton Corp plc
|
5,106 | $2,175,768 | |
| 5 | ITW |
Illinois Tool Works Inc
|
6,452 | $1,745,072 | |
| 6 | EMR |
Emerson Electric Co
|
4,609 | $659,778 | |
| 7 | GNRC |
Generac Holdings Inc.
|
1,500 | $439,215 |
All Filings in PH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,682,877 | 5,810 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,922,975 | 2,148 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,898,553 | 2,160 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $1,514,282 | 2,168 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,266,151 | 2,083 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,315,946 | 2,069 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,252,267 | 1,982 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,049,049 | 2,074 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,146,038 | 2,062 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||