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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
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 $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

Cape Investment Advisory's PH Position: Q1 2026 in Review

Cape Investment Advisory sold out of Parker-Hannifin (PH) in Q1 2026, closing a stake of 49 shares — an estimated $43.1K sold.

Cape Investment Advisory first reported a position in PH in Q1 2023 and held it in 6 quarters. The position peaked at $43.1K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Cape Investment Advisory reported no remaining Parker-Hannifin position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 49 Parker-Hannifin shares in Q1 2026, an estimated $43.1K.
  • Cape Investment Advisory first reported a position in Parker-Hannifin in Q1 2023 and held it in 6 quarters.
  • Cape Investment Advisory's Parker-Hannifin position peaked at $43.1K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.