Skip to main content

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

PH holding history

Parker-Hannifin Corp in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PH overviewAll 13F holders of PHFull Q2 2026 holdings

Shares (Q2 2026)
651
Value
$636.3K
% of portfolio
<0.1%
Quarters held
6
Since Q4 2024
Holdings of PH by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026651$636.3K<0.1%+20+3.2%AddedHolders
Q1 2026631$565.1K<0.1%+157+33.1%AddedHolders
Q4 2025474$416.6K<0.1%+37+8.5%AddedHolders
Q3 2025437$331.6K<0.1%+85+24.1%AddedHolders
Q2 2025352$245.9K<0.1%+352NewHolders
Q1 20250$00.0%−366−100.0%Sold outHolders
Q4 2024366$233.1K<0.1%+366NewHolders