CAPTRUST Financial Advisors
PH icon

CAPTRUST Financial Advisors’s Parker-Hannifin PH Stock Holding History

CAPTRUST Financial 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 		$179K Buy
+200
New +$189K ﹤0.01% 2715

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

CAPTRUST Financial Advisors's PH Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Parker-Hannifin (PH) stake by 66% in Q1 2026, buying an estimated $5.4M and bringing the position to 14,330 shares worth $12.8M. The position accounts for 0.02% of the portfolio, ranked #474.

CAPTRUST Financial Advisors first reported a position in PH in Q3 2017 and has held it in 35 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • CAPTRUST Financial Advisors held 14,330 shares of Parker-Hannifin worth $12.8M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 5,705 Parker-Hannifin shares in Q1 2026, an estimated $5.4M.
  • Parker-Hannifin made up 0.02% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #474 holding.
  • CAPTRUST Financial Advisors first reported a position in Parker-Hannifin in Q3 2017 and has held it in 35 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

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