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

Capstone 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 		$331K Buy
+370
New +$350K ﹤0.01% 1323
2025
Q4 		– Sell
-702
Closed -$532K – 1942
2025
Q3 		$532K Buy
+702
New +$518K ﹤0.01% 1334
2025
Q1 		– Sell
-2,268
Closed -$1.48M – 1753
2024
Q4 		$1.44M Buy
2,268
+2,075
+1,075% +$1.37M ﹤0.01% 948
2024
Q3 		$122K Sell
193
-1,237
-87% -$703K ﹤0.01% 1688
2024
Q2 		$723K Sell
1,430
-349
-20% -$187K ﹤0.01% 1128
2024
Q1 		$989K Buy
1,779
+638
+56% +$324K ﹤0.01% 1158
2023
Q4 		$526K Buy
1,141
+970
+567% +$404K ﹤0.01% 1316
2023
Q3 		$66.6K Sell
171
-463
-73% -$186K ﹤0.01% 1994
2023
Q2 		$247K Buy
+634
New +$215K ﹤0.01% 1470
2022
Q2 		– Sell
-712
Closed -$202K – 2041
2022
Q1 		$202K Buy
712
+710
+35,500% +$214K ﹤0.01% 1750
2021
Q4 		$1K Buy
+2
New +$619 ﹤0.01% 1829
2019
Q3 		– Sell
-2,374
Closed -$404K – 1422
2019
Q2 		$404K Buy
2,374
+1,919
+422% +$331K ﹤0.01% 1148
2019
Q1 		$78K Buy
455
+296
+186% +$49.1K ﹤0.01% 1206
2018
Q4 		$24K Buy
+159
New +$25.7K ﹤0.01% 1213
2016
Q4 		– Sell
-21,738
Closed -$2.73M – 1072
2016
Q3 		$2.73M Sell
21,738
-1,195
-5% -$142K 0.06% 209
2016
Q2 		$2.48M Buy
22,933
+16,033
+232% +$1.8M 0.05% 217
2016
Q1 		$766K Sell
6,900
-2,192
-24% -$220K 0.02% 349
2015
Q4 		$881K Buy
+9,092
New +$921K 0.02% 256

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

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

Capstone Investment Advisors opened a new position in Parker-Hannifin (PH) in Q1 2026: 370 shares worth $331K. The stake represents ﹤0.01% of the portfolio and ranks #1323 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in PH as recently as Q3 2025.

Capstone Investment Advisors first reported a position in PH in Q4 2015 and has held it in 18 quarters since. The position peaked at $2.73M in Q3 2016. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Capstone Investment Advisors held 370 shares of Parker-Hannifin worth $331K as of Q1 2026.
  • Parker-Hannifin was a new Capstone Investment Advisors position in Q1 2026.
  • Parker-Hannifin made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1323 holding.
  • Capstone Investment Advisors first reported a position in Parker-Hannifin in Q4 2015 and has held it in 18 quarters since.
  • Capstone Investment Advisors's Parker-Hannifin position peaked at $2.73M in Q3 2016.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.