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Coastal Bridge Advisors’s Parker-Hannifin PH Stock Holding History

Coastal Bridge 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 		$677K Sell
756
-33
-4% -$31.2K 0.05% 268
2025
Q4 		$693K Buy
789
+35
+5% +$28.6K 0.05% 261
2025
Q3 		$571K Sell
754
-47
-6% -$34.7K 0.04% 277
2025
Q2 		$559K Buy
801
+22
+3% +$13.9K 0.05% 279
2025
Q1 		$474K Buy
+779
New +$509K 0.12% 165

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

Coastal Bridge Advisors's PH Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Parker-Hannifin (PH) stake by 4.2% in Q1 2026, selling an estimated $31.2K and leaving 756 shares worth $677K. The position accounts for 0.05% of the portfolio, ranked #268.

Coastal Bridge Advisors first reported a position in PH in Q1 2025 and has held it in 5 quarters since. The position peaked at $693K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Coastal Bridge Advisors held 756 shares of Parker-Hannifin worth $677K as of Q1 2026.
  • Coastal Bridge Advisors sold 33 Parker-Hannifin shares in Q1 2026, an estimated $31.2K.
  • Parker-Hannifin made up 0.05% of Coastal Bridge Advisors's portfolio in Q1 2026, its #268 holding.
  • Coastal Bridge Advisors first reported a position in Parker-Hannifin in Q1 2025 and has held it in 5 quarters since.
  • Coastal Bridge Advisors's Parker-Hannifin position peaked at $693K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.