CSPIA
PH icon

Cary Street Partners Investment Advisory’s Parker-Hannifin PH Stock Holding History

Cary Street Partners Investment Advisory’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 		$353K Buy
361
+62
+21% +$56.8K 0.07% 265
2026
Q1 		$267K Sell
299
-8
-3% -$7.57K 0.07% 290
2025
Q4 		$269K Sell
307
-13
-4% -$10.6K 0.07% 270
2025
Q3 		$242K Sell
320
-3
-0.9% -$2.21K 0.1% 227
2025
Q2 		$225K Buy
323
+53
+20% +$33.5K 0.11% 209
2025
Q1 		$164K Buy
270
+120
+80% +$78.5K 0.09% 244
2024
Q4 		$95.4K Sell
150
-2,349
-94% -$1.56M 0.06% 264
2024
Q3 		$1.58M Sell
2,499
-158
-6% -$89.8K 0.06% 298
2024
Q2 		$1.34M Sell
2,657
-30
-1% -$16.1K 0.05% 305
2024
Q1 		$1.49M Buy
2,687
+25
+0.9% +$12.7K 0.06% 286
2023
Q4 		$1.23M Sell
2,662
-34
-1% -$14.2K 0.06% 287
2023
Q3 		$1.05M Buy
2,696
+171
+7% +$68.7K 0.06% 299
2023
Q2 		$985K Sell
2,525
-336
-12% -$114K 0.06% 257
2023
Q1 		$962K Sell
2,861
-427
-13% -$141K 0.07% 242
2022
Q4 		$957K Sell
3,288
-6
-0.2% -$1.72K 0.07% 235
2022
Q3 		$798K Buy
3,294
+278
+9% +$75.2K 0.07% 254
2022
Q2 		$742K Buy
+3,016
New +$807K 0.06% 246
2021
Q3 		– Sell
-176
Closed -$54K – 290
2021
Q2 		$54K Buy
176
+81
+85% +$25.1K 0.02% 287
2021
Q1 		$30K Buy
+95
New +$27.4K 0.01% 287
2020
Q4 		– Sell
-590
Closed -$119K – 718
2020
Q3 		$119K Buy
+590
New +$116K 0.03% 348

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cary Street Partners Investment Advisory's PH Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Parker-Hannifin (PH) stake by 21% in Q2 2026, buying an estimated $56.8K and bringing the position to 361 shares worth $353K. The position accounts for 0.07% of the portfolio, ranked #265.

Cary Street Partners Investment Advisory first reported a position in PH in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.58M in Q3 2024. 1,424 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Cary Street Partners Investment Advisory held 361 shares of Parker-Hannifin worth $353K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 62 Parker-Hannifin shares in Q2 2026, an estimated $56.8K.
  • Parker-Hannifin made up 0.07% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #265 holding.
  • Cary Street Partners Investment Advisory first reported a position in Parker-Hannifin in Q3 2020 and has held it in 20 quarters since.
  • Cary Street Partners Investment Advisory's Parker-Hannifin position peaked at $1.58M in Q3 2024.
  • 1,424 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.