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

Capital Planning 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	$3.17M	Sell	3,542 -63	-2%	-$59.6K	0.46%	40
2025 Q4	$3.17M	Sell	3,605 -109	-3%	-$89.2K	0.42%	48
2025 Q3	$2.82M	Sell	3,714 -43	-1%	-$31.7K	0.39%	54
2025 Q2	$2.62M	Sell	3,757 -6	-0.2%	-$3.79K	0.38%	54
2025 Q1	$2.29M	Sell	3,763 -130	-3%	-$85K	0.35%	57
2024 Q4	$2.48M	Buy	3,893 +284	+8%	+$188K	0.38%	54
2024 Q3	$2.28M	Buy	3,609 +261	+8%	+$148K	0.34%	55
2024 Q2	$1.69M	Hold	3,348	–	–	0.29%	62
2024 Q1	$1.86M	Sell	3,348 -22	-0.7%	-$11.2K	0.33%	59
2023 Q4	$1.55M	Sell	3,370 -8	-0.2%	-$3.33K	0.29%	62
2023 Q3	$1.32M	Hold	3,378	–	–	0.27%	60
2023 Q2	$1.32M	Hold	3,378	–	–	0.27%	62
2023 Q1	$1.14M	Sell	3,378 -684	-17%	-$227K	0.24%	66
2022 Q4	$1.18M	Hold	4,062	–	–	0.28%	62
2022 Q3	$984K	Hold	4,062	–	–	0.26%	61
2022 Q2	$999K	Sell	4,062 -6	-0.1%	-$1.61K	0.26%	61
2022 Q1	$1.15M	Sell	4,068 -279	-6%	-$84.1K	0.25%	78
2021 Q4	$1.38M	Buy	4,347 +77	+2%	+$23.8K	0.26%	77
2021 Q3	$1.19M	Hold	4,270	–	–	0.25%	81
2021 Q2	$1.31M	Buy	4,270 +6	+0.1%	+$1.86K	0.27%	77
2021 Q1	$1.34M	Hold	4,264	–	–	0.3%	73
2020 Q4	$1.16M	Buy	4,264 +70	+2%	+$17.3K	0.29%	70
2020 Q3	$849K	Hold	4,194	–	–	0.23%	77
2020 Q2	$769K	Sell	4,194 -346	-8%	-$55.8K	0.23%	74
2020 Q1	$589K	Hold	4,540	–	–	0.22%	72
2019 Q4	$934K	Sell	4,540 -9	-0.2%	-$1.74K	0.24%	71
2019 Q3	$822K	Sell	4,549 -750	-14%	-$128K	0.24%	69
2019 Q2	$901K	Sell	5,299 -350	-6%	-$60.4K	0.26%	67
2019 Q1	$969K	Sell	5,649 -500	-8%	-$82.9K	0.3%	69
2018 Q4	$917K	Sell	6,149 -15,228	-71%	-$2.46M	0.33%	64
2018 Q3	$3.93M	Buy	21,377 +7,089	+50%	+$1.22M	1.26%	21
2018 Q2	$2.23M	Sell	14,288 -6,297	-31%	-$1.07M	1.01%	32
2018 Q1	$3.52M	Sell	20,585 -42	-0.2%	-$7.96K	1.25%	21
2017 Q4	$4.12M	Buy	20,627 +1,898	+10%	+$353K	1.45%	15
2017 Q3	$3.28M	Sell	18,729 -400	-2%	-$65.7K	1.28%	18
2017 Q2	$3.06M	Buy	19,129 +15,679	+454%	+$2.48M	1.35%	19
2017 Q1	$553K	Hold	3,450	–	–	0.27%	69
2016 Q4	$483K	Hold	3,450	–	–	0.26%	70
2016 Q3	$433K	Hold	3,450	–	–	0.23%	72
2016 Q2	$373K	Hold	3,450	–	–	0.21%	78
2016 Q1	$383K	Hold	3,450	–	–	0.18%	75
2015 Q4	$335K	Hold	3,450	–	–	0.2%	79
2015 Q3	$336K	Hold	3,450	–	–	0.22%	75
2015 Q2	$401K	Sell	3,450 -100	-3%	-$12.1K	0.24%	75
2015 Q1	$422K	Hold	3,550	–	–	0.29%	60
2014 Q4	$458K	Buy	+3,550	New	+$435K	0.4%	53

Other funds holding PH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital Planning Advisors reduced its Parker-Hannifin (PH) stake by 1.7% in Q1 2026, selling an estimated $59.6K and leaving 3,542 shares worth $3.17M. The position accounts for 0.46% of the portfolio, ranked #40.

Capital Planning Advisors first reported a position in PH in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.12M in Q4 2017. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Capital Planning Advisors held 3,542 shares of Parker-Hannifin worth $3.17M as of Q1 2026.
Capital Planning Advisors sold 63 Parker-Hannifin shares in Q1 2026, an estimated $59.6K.
Parker-Hannifin made up 0.46% of Capital Planning Advisors's portfolio in Q1 2026, its #40 holding.
Capital Planning Advisors first reported a position in Parker-Hannifin in Q4 2014 and has held it in 46 quarters since.
Capital Planning Advisors's Parker-Hannifin position peaked at $4.12M in Q4 2017.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.