SEC 13F Intelligence

Nicholson Wealth Management Group, LLC / PH

Nicholson Wealth Management Group, LLC’s Parker-Hannifin Corp Position

Does Nicholson Wealth Management Group, LLC own Parker-Hannifin Corp (PH)? Yes — 2.2K shares worth $2M (+1.16% of its 13F portfolio) as of Q1 2026, down from 2.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
2.2K
% of Portfolio
+1.16%
Quarters Held
7
currently held

Position History PH

Reported value by quarter
Q3 ’24: $914,875Q3 ’24Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.2K$2M+1.16%
Q4 20252.3K$2M+1.21%
Q3 20252.4K$2M+1.08%
Q2 20252.3K$2M+1.01%
Q1 20252.2K$1M+0.89%
Q4 20242.1K$1M+0.91%
Q3 20241.4K$914,875+0.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nicholson Wealth Management Group, LLC’s full portfolio or all institutional holders of PH.