Avestar Capital
PH icon

Avestar Capital’s Parker-Hannifin PH Stock Holding History

Avestar 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 		$1.16M Sell
1,209
-131
-10% -$129K 0.09% 202
2026
Q2 		$1.31M Buy
1,340
+38
+3% +$34.8K 0.07% 192
2026
Q1 		$1.17M Buy
1,302
+87
+7% +$82.3K 0.07% 196
2025
Q4 		$1.07M Buy
1,215
+26
+2% +$21.3K 0.07% 208
2025
Q3 		$902K Sell
1,189
-31
-3% -$22.9K 0.06% 241
2025
Q2 		$852K Buy
1,220
+84
+7% +$53.1K 0.06% 243
2025
Q1 		$691K Buy
1,136
+239
+27% +$156K 0.06% 247
2024
Q4 		$571K Buy
897
+252
+39% +$167K 0.05% 262
2024
Q3 		$408K Buy
645
+66
+11% +$37.5K 0.04% 291
2024
Q2 		$293K Buy
579
+57
+11% +$30.6K 0.03% 335
2024
Q1 		$290K Buy
+522
New +$265K 0.03% 346
2019
Q3 		– Sell
-69
Closed -$9K – 648
2019
Q2 		$9K Buy
69
+20
+41% +$3.45K 0.01% 517
2019
Q1 		$7K Hold
49
– – ﹤0.01% 527
2018
Q4 		$5K Buy
49
+32
+188% +$5.18K ﹤0.01% 533
2018
Q3 		$2K Sell
17
-11
-39% -$1.89K ﹤0.01% 643
2018
Q2 		$2K Buy
28
+6
+27% +$1.02K ﹤0.01% 695
2018
Q1 		$3K Buy
22
+9
+69% +$1.7K ﹤0.01% 605
2017
Q4 		$2K Buy
+13
New +$2.42K ﹤0.01% 642

Other funds holding PH

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Avestar Capital's PH Position: Q3 2026 in Review

Avestar Capital reduced its Parker-Hannifin (PH) stake by 9.8% in Q3 2026, selling an estimated $129K and leaving 1,209 shares worth $1.16M. The position accounts for 0.09% of the portfolio, ranked #202.

Avestar Capital first reported a position in PH in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.31M in Q2 2026. 1,038 funds tracked by Wall St. Rank hold PH as of Q3 2026.

  • Avestar Capital held 1,209 shares of Parker-Hannifin worth $1.16M as of Q3 2026.
  • Avestar Capital sold 131 Parker-Hannifin shares in Q3 2026, an estimated $129K.
  • Parker-Hannifin made up 0.09% of Avestar Capital's portfolio in Q3 2026, its #202 holding.
  • Avestar Capital first reported a position in Parker-Hannifin in Q4 2017 and has held it in 18 quarters since.
  • Avestar Capital's Parker-Hannifin position peaked at $1.31M in Q2 2026.
  • 1,038 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.