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
Q2 		$196K Hold
200
– – ﹤0.01% 2894
2026
Q1 		$179K Buy
+200
New +$189K ﹤0.01% 2715

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CAPTRUST Financial Advisors's PH Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Parker-Hannifin (PH) stake by 26% in Q2 2026, selling an estimated $3.35M and leaving 10,675 shares worth $10.4M. The position accounts for 0.02% of the portfolio, ranked #566.

CAPTRUST Financial Advisors first reported a position in PH in Q3 2017 and has held it in 36 quarters since. The position peaked at $12.8M in Q1 2026. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • CAPTRUST Financial Advisors held 10,675 shares of Parker-Hannifin worth $10.4M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 3,655 Parker-Hannifin shares in Q2 2026, an estimated $3.35M.
  • Parker-Hannifin made up 0.02% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #566 holding.
  • CAPTRUST Financial Advisors first reported a position in Parker-Hannifin in Q3 2017 and has held it in 36 quarters since.
  • CAPTRUST Financial Advisors's Parker-Hannifin position peaked at $12.8M in Q1 2026.
  • 1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.