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Annis Gardner Whiting Capital Advisors’s Parker-Hannifin PH Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q2 		$535K Buy
547
+49
+10% +$44.9K 0.08% 193
2026
Q1 		$446K Sell
498
-11
-2% -$10.4K 0.07% 202
2025
Q4 		$447K Buy
509
+174
+52% +$142K 0.08% 193
2025
Q3 		$254K Buy
335
+37
+12% +$27.3K 0.05% 248
2025
Q2 		$208K Buy
298
+73
+32% +$46.1K 0.07% 211
2025
Q1 		$137K Buy
225
+13
+6% +$8.5K 0.06% 228
2024
Q4 		$135K Buy
212
+8
+4% +$5.3K 0.04% 241
2024
Q3 		$129K Buy
204
+3
+1% +$1.7K 0.04% 258
2024
Q2 		$102K Sell
201
-12
-6% -$6.43K 0.03% 305
2024
Q1 		$118K Hold
213
– – 0.04% 261
2023
Q4 		$98.1K Sell
213
-648
-75% -$270K 0.04% 224
2023
Q3 		$335K Buy
+861
New +$346K 0.18% 101

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Annis Gardner Whiting Capital Advisors's PH Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Parker-Hannifin (PH) stake by 9.8% in Q2 2026, buying an estimated $44.9K and bringing the position to 547 shares worth $535K. The position accounts for 0.08% of the portfolio, ranked #193.

Annis Gardner Whiting Capital Advisors first reported a position in PH in Q3 2023 and has held it in 12 quarters since. 1,983 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 547 shares of Parker-Hannifin worth $535K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 49 Parker-Hannifin shares in Q2 2026, an estimated $44.9K.
  • Parker-Hannifin made up 0.08% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #193 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Parker-Hannifin in Q3 2023 and has held it in 12 quarters since.
  • 1,983 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.