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

Capital Advisors Ltd’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	$3.87M	Buy	3,958 +153	+4%	+$140K	0.39%	44
2026 Q1	$3.41M	Buy	3,805 +3,556	+1,428%	+$3.37M	0.39%	44
2025 Q4	$5K	Sell	249 -17	-6%	-$13.9K	﹤0.01%	949
2025 Q3	$202K	Buy	266 +102	+62%	+$75.3K	0.02%	283
2025 Q2	$115K	Sell	164 -2	-1%	-$1.26K	0.01%	334
2025 Q1	$101K	Hold	166	–	–	0.01%	340
2024 Q4	$106K	Hold	166	–	–	0.01%	336
2024 Q3	$105K	Buy	166 +5	+3%	+$2.84K	0.01%	338
2024 Q2	$81K	Sell	161 -1	-0.6%	-$536	0.01%	361
2024 Q1	$90K	Buy	162 +1	+0.6%	+$508	0.01%	350
2023 Q4	$74K	Hold	161	–	–	0.01%	367
2023 Q3	$63K	Hold	161	–	–	0.01%	380
2023 Q2	$63K	Buy	161 +3	+2%	+$1.01K	0.01%	392
2023 Q1	$53K	Hold	158	–	–	0.01%	367
2022 Q4	$46K	Buy	158 +2	+1%	+$572	0.01%	381
2022 Q3	$38K	Buy	156 +11	+8%	+$2.98K	0.01%	388
2022 Q2	$36K	Hold	145	–	–	0.01%	385
2022 Q1	$41K	Sell	145 -1	-0.7%	-$302	0.01%	381
2021 Q4	$46K	Buy	146 +1	+0.7%	+$309	0.01%	364
2021 Q3	$41K	Buy	+145	New	+$43.1K	0.01%	336
2019 Q3	–	Sell	-109	Closed	-$19K	–	438
2019 Q2	$19K	Sell	109 -341	-76%	-$58.8K	0.01%	338
2019 Q1	$77K	Hold	450	–	–	0.02%	245
2018 Q4	$67K	Hold	450	–	–	0.02%	250
2018 Q3	$83K	Hold	450	–	–	0.02%	248
2018 Q2	$70K	Hold	450	–	–	0.02%	210
2018 Q1	$77K	Hold	450	–	–	0.02%	196
2017 Q4	$90K	Hold	450	–	–	0.03%	181
2017 Q3	$79K	Hold	450	–	–	0.03%	182
2017 Q2	$72K	Hold	450	–	–	0.03%	186
2017 Q1	$72K	Hold	450	–	–	0.03%	174
2016 Q4	$63K	Hold	450	–	–	0.03%	175
2016 Q3	$56K	Hold	450	–	–	0.02%	180
2016 Q2	$49K	Hold	450	–	–	0.02%	184
2016 Q1	$50K	Hold	450	–	–	0.02%	180
2015 Q4	$44K	Hold	450	–	–	0.02%	188
2015 Q3	$44K	Hold	450	–	–	0.02%	178
2015 Q2	$52K	Hold	450	–	–	0.03%	180
2015 Q1	$53K	Hold	450	–	–	0.03%	174
2014 Q4	$58K	Hold	450	–	–	0.03%	162
2014 Q3	$51K	Hold	450	–	–	0.03%	174
2014 Q2	$57K	Hold	450	–	–	0.03%	172
2014 Q1	$54K	Buy	+450	New	+$54K	0.03%	171

Other funds holding PH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Capital Advisors Ltd's PH Position: Q2 2026 in Review

Capital Advisors Ltd increased its Parker-Hannifin (PH) stake by 4% in Q2 2026, buying an estimated $140K and bringing the position to 3,958 shares worth $3.87M. The position accounts for 0.39% of the portfolio, ranked #44.

Capital Advisors Ltd first reported a position in PH in Q1 2014 and has held it in 42 quarters since. 341 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Capital Advisors Ltd held 3,958 shares of Parker-Hannifin worth $3.87M as of Q2 2026.
Capital Advisors Ltd bought 153 Parker-Hannifin shares in Q2 2026, an estimated $140K.
Parker-Hannifin made up 0.39% of Capital Advisors Ltd's portfolio in Q2 2026, its #44 holding.
Capital Advisors Ltd first reported a position in Parker-Hannifin in Q1 2014 and has held it in 42 quarters since.
341 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.