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

Capital Performance 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
Q2 		– Sell
-239
Closed -$214K – 449
2026
Q1 		$214K Buy
+239
New +$226K 0.01% 423
2024
Q4 		– Sell
-79
Closed -$49.9K – 1969
2024
Q3 		$49.9K Buy
+79
New +$44.9K 0.02% 351

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Capital Performance Advisors sold out of Parker-Hannifin (PH) in Q2 2026, closing a stake of 239 shares — an estimated $214K sold.

Capital Performance Advisors first reported a position in PH in Q3 2024 and held it in 2 quarters. The position peaked at $214K in Q1 2026. 1,971 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Capital Performance Advisors reported no remaining Parker-Hannifin position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 239 Parker-Hannifin shares in Q2 2026, an estimated $214K.
  • Capital Performance Advisors first reported a position in Parker-Hannifin in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's Parker-Hannifin position peaked at $214K in Q1 2026.
  • 1,971 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.