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
Q4 		– Sell
-400
Closed -$303K – 1943
2025
Q3 		$303K Hold
400
– – ﹤0.01% 1647
2025
Q2 		$279K Sell
400
-100
-20% -$63.2K ﹤0.01% 1411
2025
Q1 		$304K Sell
500
-100
-17% -$65.4K ﹤0.01% 1190
2024
Q4 		$382K Sell
600
-16,100
-96% -$10.7M ﹤0.01% 1405
2024
Q3 		$10.6M Sell
16,700
-2,100
-11% -$1.19M 0.03% 289
2024
Q2 		$9.51M Sell
18,800
-600
-3% -$322K 0.03% 320
2024
Q1 		$10.8M Sell
19,400
-1,000
-5% -$508K 0.04% 265
2023
Q4 		$9.4M Buy
20,400
+16,300
+398% +$6.79M 0.03% 357
2023
Q3 		$1.6M Buy
4,100
+1,700
+71% +$683K 0.01% 806
2023
Q2 		$936K Buy
2,400
+1,300
+118% +$440K ﹤0.01% 893
2023
Q1 		$370K Buy
+1,100
New +$364K ﹤0.01% 1103
2022
Q2 		– Sell
-3,600
Closed -$1.02M – 2042
2022
Q1 		$1.02M Sell
3,600
-1,100
-23% -$332K ﹤0.01% 1305
2021
Q4 		$1.5M Sell
4,700
-22,200
-83% -$6.87M ﹤0.01% 1193
2021
Q3 		$7.52M Sell
26,900
-7,700
-22% -$2.29M 0.01% 711
2021
Q2 		$10.6M Sell
34,600
-2,400
-6% -$743K 0.02% 520
2021
Q1 		$11.7M Buy
37,000
+24,200
+189% +$6.99M 0.03% 431
2020
Q4 		$3.49M Buy
+12,800
New +$3.17M 0.01% 713
2020
Q3 		– Sell
-3,600
Closed -$660K – 1440
2020
Q2 		$660K Buy
+3,600
New +$581K ﹤0.01% 1021
2020
Q1 		– Sell
-17,200
Closed -$3.54M – 1341
2019
Q4 		$3.54M Sell
17,200
-2,000
-10% -$387K 0.02% 673
2019
Q3 		$3.47M Sell
19,200
-8,400
-30% -$1.43M 0.02% 567
2019
Q2 		$4.69M Buy
27,600
+2,200
+9% +$379K 0.03% 477
2019
Q1 		$4.36M Buy
25,400
+10,900
+75% +$1.81M 0.04% 394
2018
Q4 		$2.16M Buy
14,500
+6,700
+86% +$1.08M 0.03% 427
2018
Q3 		$1.44M Buy
+7,800
New +$1.34M 0.02% 508

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.