Position in PH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$307,129
+$26,024 QoQ
Shares Held
314
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#1,476
of 1,972 holders
Holding Since
Dec 2025
3 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, 2026FORTERIS WEALTH MANAGEMENT INC. holds $307,129 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
|
314 | $307,129 |
All Filings in PH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,129 | 314 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $281,105 | 314 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $269,840 | 307 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||