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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
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 $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

Annis Gardner Whiting Capital Advisors's PH Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Parker-Hannifin (PH) stake by 2.2% in Q1 2026, selling an estimated $10.4K and leaving 498 shares worth $446K. The position accounts for 0.07% of the portfolio, ranked #202.

Annis Gardner Whiting Capital Advisors first reported a position in PH in Q3 2023 and has held it in 11 quarters since. The position peaked at $447K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 498 shares of Parker-Hannifin worth $446K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors sold 11 Parker-Hannifin shares in Q1 2026, an estimated $10.4K.
  • Parker-Hannifin made up 0.07% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #202 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Parker-Hannifin in Q3 2023 and has held it in 11 quarters since.
  • Annis Gardner Whiting Capital Advisors's Parker-Hannifin position peaked at $447K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.