CIA
PH icon

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

Capital Investment Advisors’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 		$788K Buy
880
+42
+5% +$39.8K 0.01% 392
2025
Q4 		$736K Buy
838
+131
+19% +$107K 0.01% 405
2025
Q3 		$536K Buy
707
+79
+13% +$58.3K 0.01% 458
2025
Q2 		$439K Buy
628
+173
+38% +$109K 0.01% 476
2025
Q1 		$277K Sell
455
-29
-6% -$19K 0.01% 569
2024
Q4 		$308K Buy
484
+60
+14% +$39.7K 0.01% 515
2024
Q3 		$268K Buy
424
+14
+3% +$7.95K 0.01% 544
2024
Q2 		$208K Buy
+410
New +$220K ﹤0.01% 588

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

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

Capital Investment Advisors increased its Parker-Hannifin (PH) stake by 5% in Q1 2026, buying an estimated $39.8K and bringing the position to 880 shares worth $788K. The position accounts for 0.01% of the portfolio, ranked #392.

Capital Investment Advisors first reported a position in PH in Q2 2024 and has held it in 8 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Capital Investment Advisors held 880 shares of Parker-Hannifin worth $788K as of Q1 2026.
  • Capital Investment Advisors bought 42 Parker-Hannifin shares in Q1 2026, an estimated $39.8K.
  • Parker-Hannifin made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #392 holding.
  • Capital Investment Advisors first reported a position in Parker-Hannifin in Q2 2024 and has held it in 8 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.