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Apella Capital’s Parker-Hannifin PH Stock Holding History

Apella Capital’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 		$2.94M Buy
3,068
+10
+0.3% +$9.16K 0.04% 224
2026
Q1 		$3.02M Buy
3,058
+49
+2% +$46.4K 0.04% 219
2025
Q4 		$2.64M Sell
3,009
-4
-0.1% -$3.27K 0.05% 178
2025
Q3 		$2.19M Buy
3,013
+62
+2% +$45.7K 0.05% 180
2025
Q2 		$2.09M Buy
2,951
+2,553
+641% +$1.61M 0.06% 164
2025
Q1 		$237K Buy
398
+11
+3% +$7.19K 0.01% 348
2024
Q4 		$246K Sell
387
-6
-2% -$3.97K 0.01% 307
2024
Q3 		$247K Buy
+393
New +$223K 0.01% 290
2024
Q2 		– Sell
-5,883
Closed -$3.3M – 316
2024
Q1 		$3.3M Buy
5,883
+16
+0.3% +$8.13K 0.17% 79
2023
Q4 		$2.65M Buy
5,867
+4
+0.1% +$1.67K 0.15% 86
2023
Q3 		$2.28M Sell
5,863
-137
-2% -$55.1K 0.16% 79
2023
Q2 		$2.34M Buy
+6,000
New +$2.03M 0.17% 77
2022
Q4 		$1.91M Sell
6,560
-35
-0.5% -$10K 0.17% 73
2022
Q3 		$1.6M Sell
6,595
-594
-8% -$161K 0.19% 73
2022
Q2 		$1.77M Sell
7,189
-438
-6% -$117K 0.21% 70
2022
Q1 		$2.16M Sell
7,627
-224
-3% -$67.5K 0.3% 53
2021
Q4 		$2.5M Sell
7,851
-348
-4% -$108K 0.32% 54
2021
Q3 		$2.29M Sell
8,199
-198
-2% -$58.9K 0.33% 61
2021
Q2 		$2.58M Sell
8,397
-18
-0.2% -$5.57K 0.42% 51
2021
Q1 		$2.65M Sell
8,415
-200
-2% -$57.7K 0.84% 32
2020
Q4 		$2.35M Sell
8,615
-400
-4% -$99.1K 0.82% 31
2020
Q3 		$1.82M Sell
9,015
-75
-0.8% -$14.8K 0.73% 31
2020
Q2 		$1.67M Sell
9,090
-300
-3% -$48.4K 0.78% 29
2020
Q1 		$1.22M Buy
+9,390
New +$1.7M 0.71% 36

Other funds holding PH

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital's PH Position: Q2 2026 in Review

Apella Capital increased its Parker-Hannifin (PH) stake by 0.33% in Q2 2026, buying an estimated $9.16K and bringing the position to 3,068 shares worth $2.94M. The position accounts for 0.04% of the portfolio, ranked #224.

Apella Capital first reported a position in PH in Q1 2020 and has held it in 24 quarters since. The position peaked at $3.3M in Q1 2024. 861 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Apella Capital held 3,068 shares of Parker-Hannifin worth $2.94M as of Q2 2026.
  • Apella Capital bought 10 Parker-Hannifin shares in Q2 2026, an estimated $9.16K.
  • Parker-Hannifin made up 0.04% of Apella Capital's portfolio in Q2 2026, its #224 holding.
  • Apella Capital first reported a position in Parker-Hannifin in Q1 2020 and has held it in 24 quarters since.
  • Apella Capital's Parker-Hannifin position peaked at $3.3M in Q1 2024.
  • 861 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.