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Fortis Capital Advisors’s Parker-Hannifin PH Stock Holding History

Fortis Capital 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 		$634K Sell
648
-6
-0.9% -$5.5K 0.07% 219
2026
Q1 		$585K Buy
+654
New +$619K 0.08% 209
2023
Q2 		– Sell
-50
Closed -$16.8K – 476
2023
Q1 		$16.8K Buy
+50
New +$16.6K 0.01% 418

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

Fortis Capital Advisors's PH Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Parker-Hannifin (PH) stake by 0.92% in Q2 2026, selling an estimated $5.5K and leaving 648 shares worth $634K. The position accounts for 0.07% of the portfolio, ranked #219.

Fortis Capital Advisors first reported a position in PH in Q1 2023 and has held it in 3 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Fortis Capital Advisors held 648 shares of Parker-Hannifin worth $634K as of Q2 2026.
  • Fortis Capital Advisors sold 6 Parker-Hannifin shares in Q2 2026, an estimated $5.5K.
  • Parker-Hannifin made up 0.07% of Fortis Capital Advisors's portfolio in Q2 2026, its #219 holding.
  • Fortis Capital Advisors first reported a position in Parker-Hannifin in Q1 2023 and has held it in 3 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.