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Advisors Capital Management’s Parker-Hannifin PH Stock Holding History

Advisors Capital Management’s Portfolio PH Stock Details PH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.09M Buy
2,333
+79
+4% +$74.8K 0.02% 270
2025
Q4 		$1.98M Buy
2,254
+22
+1% +$18K 0.02% 277
2025
Q3 		$1.69M Buy
2,232
+1,302
+140% +$961K 0.02% 278
2025
Q2 		$650K Buy
930
+140
+18% +$88.5K 0.01% 334
2025
Q1 		$481K Buy
790
+36
+5% +$23.5K 0.01% 367
2024
Q4 		$480K Sell
754
-113
-13% -$74.8K 0.01% 378
2024
Q3 		$548K Buy
867
+225
+35% +$128K 0.01% 351
2024
Q2 		$325K Sell
642
-1,254
-66% -$672K 0.01% 411
2024
Q1 		$1.05M Buy
1,896
+297
+19% +$151K 0.02% 285
2023
Q4 		$737K Buy
1,599
+41
+3% +$17.1K 0.02% 310
2023
Q3 		$607K Buy
+1,558
New +$626K 0.02% 290

Other funds holding PH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisors Capital Management's PH Position: Q1 2026 in Review

Advisors Capital Management increased its Parker-Hannifin (PH) stake by 3.5% in Q1 2026, buying an estimated $74.8K and bringing the position to 2,333 shares worth $2.09M. The position accounts for 0.02% of the portfolio, ranked #270.

Advisors Capital Management first reported a position in PH in Q3 2023 and has held it in 11 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Advisors Capital Management held 2,333 shares of Parker-Hannifin worth $2.09M as of Q1 2026.
  • Advisors Capital Management bought 79 Parker-Hannifin shares in Q1 2026, an estimated $74.8K.
  • Parker-Hannifin made up 0.02% of Advisors Capital Management's portfolio in Q1 2026, its #270 holding.
  • Advisors Capital Management first reported a position in Parker-Hannifin in Q3 2023 and has held it in 11 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Advisors Capital Management's 13F filing for Q1 2026, filed 1 May 2026.