Capital Asset Advisory Services’s Parker-Hannifin PH Stock Holding History

Capital Asset Advisory Services’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	$250K	Buy	255 +47	+23%	+$43.1K	0.01%	315
2026 Q1	$208K	Buy	+208	New	+$197K	0.01%	288
2021 Q1	–	Sell	-11	Closed	-$3K	–	1272
2020 Q4	$3K	Buy	+11	New	+$2.72K	﹤0.01%	1390

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Asset Advisory Services's PH Position: Q2 2026 in Review

Capital Asset Advisory Services increased its Parker-Hannifin (PH) stake by 23% in Q2 2026, buying an estimated $43.1K and bringing the position to 255 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #315.

Capital Asset Advisory Services first reported a position in PH in Q4 2020 and has held it in 3 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Capital Asset Advisory Services held 255 shares of Parker-Hannifin worth $250K as of Q2 2026.
Capital Asset Advisory Services bought 47 Parker-Hannifin shares in Q2 2026, an estimated $43.1K.
Parker-Hannifin made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #315 holding.
Capital Asset Advisory Services first reported a position in Parker-Hannifin in Q4 2020 and has held it in 3 quarters since.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.