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
2025
Q1 		– Sell
-1,100
Closed -$700K – 1752
2024
Q4 		$700K Sell
1,100
-2,900
-73% -$1.92M ﹤0.01% 1187
2024
Q3 		$2.53M Sell
4,000
-100
-2% -$56.8K 0.01% 659
2024
Q2 		$2.07M Buy
4,100
+100
+3% +$53.6K 0.01% 713
2024
Q1 		$2.22M Sell
4,000
-1,400
-26% -$711K 0.01% 740
2023
Q4 		$2.49M Buy
5,400
+3,900
+260% +$1.62M 0.01% 741
2023
Q3 		$584K Buy
1,500
+600
+67% +$241K ﹤0.01% 1236
2023
Q2 		$351K Buy
900
+200
+29% +$67.7K ﹤0.01% 1315
2023
Q1 		$235K Buy
+700
New +$232K ﹤0.01% 1233
2022
Q2 		– Sell
-1,900
Closed -$539K – 2040
2022
Q1 		$539K Buy
1,900
+1,100
+138% +$332K ﹤0.01% 1468
2021
Q4 		$254K Sell
800
-6,600
-89% -$2.04M ﹤0.01% 1539
2021
Q3 		$2.07M Buy
7,400
+1,600
+28% +$476K ﹤0.01% 1177
2021
Q2 		$1.78M Sell
5,800
-7,900
-58% -$2.45M ﹤0.01% 1074
2021
Q1 		$4.32M Buy
13,700
+6,900
+101% +$1.99M 0.01% 692
2020
Q4 		$1.85M Buy
+6,800
New +$1.68M 0.01% 898
2020
Q3 		– Sell
-800
Closed -$147K – 1439
2020
Q2 		$147K Buy
+800
New +$129K ﹤0.01% 1242
2020
Q1 		– Sell
-6,000
Closed -$1.24M – 1340
2019
Q4 		$1.24M Sell
6,000
-600
-9% -$116K 0.01% 953
2019
Q3 		$1.19M Sell
6,600
-1,100
-14% -$187K 0.01% 880
2019
Q2 		$1.31M Buy
7,700
+900
+13% +$155K 0.01% 862
2019
Q1 		$1.17M Buy
6,800
+3,600
+113% +$597K 0.01% 765
2018
Q4 		$477K Sell
3,200
-100
-3% -$16.2K 0.01% 825
2018
Q3 		$607K Buy
+3,300
New +$567K 0.01% 745

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.