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

Capital Investment 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	$288K	Buy	295 +55	+23%	+$50.4K	0.02%	596
2026 Q1	$215K	Buy	+240	New	+$227K	0.02%	605
2019 Q4	–	Sell	-700	Closed	-$126K	–	1063
2019 Q3	$126K	Sell	700 -346	-33%	-$58.8K	0.04%	342
2019 Q2	$178K	Buy	1,046 +925	+764%	+$160K	0.05%	291
2019 Q1	$21K	Hold	121	–	–	0.01%	671
2018 Q4	$18K	Buy	+121	New	+$19.6K	0.01%	660

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 Investment Advisory Services's PH Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Parker-Hannifin (PH) stake by 23% in Q2 2026, buying an estimated $50.4K and bringing the position to 295 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #596.

Capital Investment Advisory Services first reported a position in PH in Q4 2018 and has held it in 6 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Capital Investment Advisory Services held 295 shares of Parker-Hannifin worth $288K as of Q2 2026.
Capital Investment Advisory Services bought 55 Parker-Hannifin shares in Q2 2026, an estimated $50.4K.
Parker-Hannifin made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #596 holding.
Capital Investment Advisory Services first reported a position in Parker-Hannifin in Q4 2018 and has held it in 6 quarters since.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.