Capital Advisors Inc’s Parker-Hannifin PH Stock Holding History

Capital Advisors Inc’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	$432K	Buy	483 +181	+60%	+$171K	0.01%	245
2025 Q4	$265K	Sell	302 -7	-2%	-$5.73K	﹤0.01%	284
2025 Q3	$234K	Buy	309 +3	+1%	+$2.21K	﹤0.01%	304
2025 Q2	$214K	Buy	+306	New	+$193K	﹤0.01%	302
2024 Q4	–	Sell	-317	Closed	-$200K	–	316
2024 Q3	$200K	Buy	+317	New	+$180K	﹤0.01%	288
2024 Q2	–	Sell	-397	Closed	-$221K	–	324
2024 Q1	$221K	Buy	+397	New	+$202K	﹤0.01%	285

Other funds holding PH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Advisors Inc's PH Position: Q1 2026 in Review

Capital Advisors Inc increased its Parker-Hannifin (PH) stake by 60% in Q1 2026, buying an estimated $171K and bringing the position to 483 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #245.

Capital Advisors Inc first reported a position in PH in Q1 2024 and has held it in 6 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Capital Advisors Inc held 483 shares of Parker-Hannifin worth $432K as of Q1 2026.
Capital Advisors Inc bought 181 Parker-Hannifin shares in Q1 2026, an estimated $171K.
Parker-Hannifin made up 0.01% of Capital Advisors Inc's portfolio in Q1 2026, its #245 holding.
Capital Advisors Inc first reported a position in Parker-Hannifin in Q1 2024 and has held it in 6 quarters since.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.