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Cape Investment Advisory’s Parker-Hannifin PH Stock Holding History

Cape Investment Advisory’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 		$78.2K Buy
+80
New +$73.3K 0.02% 386
2026
Q1 		– Sell
-49
Closed -$43.1K – 912
2025
Q4 		$43.1K Buy
49
+37
+308% +$30.3K 0.01% 452
2025
Q3 		$9.1K Buy
12
+10
+500% +$7.38K 0.01% 423
2025
Q2 		$1.4K Sell
2
-2
-50% -$1.26K ﹤0.01% 993
2025
Q1 		$2.43K Buy
4
+2
+100% +$1.31K ﹤0.01% 865
2024
Q4 		$1.27K Buy
+2
New +$1.32K ﹤0.01% 934
2023
Q2 		– Sell
-15
Closed -$5.04K – 965
2023
Q1 		$5.04K Buy
+15
New +$4.97K ﹤0.01% 671

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Cape Investment Advisory's PH Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Parker-Hannifin (PH) in Q2 2026: 80 shares worth $78.2K. The stake represents 0.02% of the portfolio and ranks #386 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in PH as recently as Q4 2025.

Cape Investment Advisory first reported a position in PH in Q1 2023 and has held it in 7 quarters since. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Cape Investment Advisory held 80 shares of Parker-Hannifin worth $78.2K as of Q2 2026.
  • Parker-Hannifin was a new Cape Investment Advisory position in Q2 2026.
  • Parker-Hannifin made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #386 holding.
  • Cape Investment Advisory first reported a position in Parker-Hannifin in Q1 2023 and has held it in 7 quarters since.
  • 1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.