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Portside Wealth Group, LLC

SEC CIK
0001978608
Latest filing
Jul 14, 2026

PH holding history

Parker-Hannifin Corp in every 13F filed by Portside Wealth Group, 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)
658
Value
$643.6K
% of portfolio
0.1%
Quarters held
13
Since Q2 2023
Holdings of PH by Portside Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026658$643.6K0.1%+2+0.3%AddedHolders
Q1 2026656$587.3K0.1%−31−4.5%ReducedHolders
Q4 2025687$603.8K0.1%−22−3.1%ReducedHolders
Q3 2025709$537.5K0.1%00.0%UnchangedHolders
Q2 2025709$495.2K0.1%+30+4.4%AddedHolders
Q1 2025679$412.7K0.1%+65+10.6%AddedHolders
Q4 2024614$390.5K0.1%+15+2.5%AddedHolders
Q3 2024599$378.5K0.1%+23+4.0%AddedHolders
Q2 2024576$291.3K0.1%−13−2.2%ReducedHolders
Q1 2024589$327.4K0.1%−32−5.2%ReducedHolders
Q4 2023621$286.1K0.1%−9−1.4%ReducedHolders
Q3 2023630$243.0K<0.1%−49−7.2%ReducedHolders
Q2 2023679$264.8K<0.1%–No prior filingHolders