Colonial Trust Advisors’s Parker-Hannifin PH Stock Holding History

Colonial Trust 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 Q3	$270K	Sell	283 -5	-2%	-$4.91K	0.02%	187
2026 Q2	$282K	Buy	288 +31	+12%	+$28.4K	0.02%	185
2026 Q1	$230K	Hold	257	–	–	0.02%	189
2025 Q4	$226K	Hold	257	–	–	0.02%	194
2025 Q3	$195K	Hold	257	–	–	0.02%	203
2025 Q2	$180K	Buy	257 +100	+64%	+$63.2K	0.01%	207
2025 Q1	$95.4K	Hold	157	–	–	0.01%	264
2024 Q4	$100K	Sell	157 -32	-17%	-$21.2K	0.01%	243
2024 Q3	$119K	Hold	189	–	–	0.01%	245
2024 Q2	$95.5K	Sell	189 -1	-0.5%	-$536	0.01%	253
2024 Q1	$105K	Sell	190 -5	-3%	-$2.54K	0.01%	241
2023 Q4	$89.7K	Hold	195	–	–	0.01%	255
2023 Q3	$75.8K	Buy	195 +17	+10%	+$6.83K	0.01%	278
2023 Q2	$69.6K	Sell	178 -10	-5%	-$3.38K	0.01%	296
2023 Q1	$63.3K	Hold	188	–	–	0.01%	305
2022 Q4	$54.8K	Buy	+188	New	+$53.8K	0.01%	321

Other funds holding PH

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Colonial Trust Advisors's PH Position: Q3 2026 in Review

Colonial Trust Advisors reduced its Parker-Hannifin (PH) stake by 1.7% in Q3 2026, selling an estimated $4.91K and leaving 283 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #187.

Colonial Trust Advisors first reported a position in PH in Q4 2022 and has held it in 16 quarters since. The position peaked at $282K in Q2 2026. 1,304 funds tracked by Wall St. Rank hold PH as of Q3 2026.

Colonial Trust Advisors held 283 shares of Parker-Hannifin worth $270K as of Q3 2026.
Colonial Trust Advisors sold 5 Parker-Hannifin shares in Q3 2026, an estimated $4.91K.
Parker-Hannifin made up 0.02% of Colonial Trust Advisors's portfolio in Q3 2026, its #187 holding.
Colonial Trust Advisors first reported a position in Parker-Hannifin in Q4 2022 and has held it in 16 quarters since.
Colonial Trust Advisors's Parker-Hannifin position peaked at $282K in Q2 2026.
1,304 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.