Apella Capital
PH icon

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
Q3 		$3.06M Buy
3,211
+143
+5% +$140K 0.04% 232
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% +$1.66K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Apella Capital's PH Position: Q3 2026 in Review

Apella Capital increased its Parker-Hannifin (PH) stake by 4.7% in Q3 2026, buying an estimated $140K and bringing the position to 3,211 shares worth $3.06M. The position accounts for 0.04% of the portfolio, ranked #232.

Apella Capital first reported a position in PH in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.3M in Q1 2024. 1,109 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Apella Capital held 3,211 shares of Parker-Hannifin worth $3.06M as of Q3 2026.
  • Apella Capital bought 143 Parker-Hannifin shares in Q3 2026, an estimated $140K.
  • Parker-Hannifin made up 0.04% of Apella Capital's portfolio in Q3 2026, its #232 holding.
  • Apella Capital first reported a position in Parker-Hannifin in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's Parker-Hannifin position peaked at $3.3M in Q1 2024.
  • 1,109 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.