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Gladstone Institutional Advisory’s Parker-Hannifin PH Stock Holding History

Gladstone Institutional 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 		$2.15M Sell
2,198
-35
-2% -$32.1K 0.07% 278
2026
Q1 		$2M Sell
2,233
-168
-7% -$159K 0.07% 264
2025
Q4 		$2.11M Buy
2,401
+51
+2% +$41.7K 0.08% 242
2025
Q3 		$1.78M Sell
2,350
-185
-7% -$137K 0.07% 263
2025
Q2 		$1.77M Sell
2,535
-22
-0.9% -$13.9K 0.07% 256
2025
Q1 		$1.55M Sell
2,557
-198
-7% -$129K 0.07% 262
2024
Q4 		$1.75M Sell
2,755
-218
-7% -$144K 0.08% 246
2024
Q3 		$1.88M Buy
2,973
+35
+1% +$19.9K 0.09% 232
2024
Q2 		$1.49M Sell
2,938
-18
-0.6% -$9.65K 0.08% 259
2024
Q1 		$1.64M Buy
2,956
+1,620
+121% +$823K 0.09% 237
2023
Q4 		$615K Sell
1,336
-76
-5% -$31.6K 0.03% 374
2023
Q3 		$550K Sell
1,412
-145
-9% -$58.3K 0.04% 370
2023
Q2 		$607K Sell
1,557
-50
-3% -$16.9K 0.04% 366
2023
Q1 		$540K Sell
1,607
-213
-12% -$70.5K 0.04% 384
2022
Q4 		$530K Sell
1,820
-226
-11% -$64.7K 0.04% 384
2022
Q3 		$496K Sell
2,046
-349
-15% -$94.5K 0.04% 396
2022
Q2 		$589K Buy
2,395
+77
+3% +$20.6K 0.05% 376
2022
Q1 		$658K Sell
2,318
-745
-24% -$225K 0.04% 377
2021
Q4 		$974K Sell
3,063
-208
-6% -$64.3K 0.08% 267
2021
Q3 		$915K Buy
3,271
+2,061
+170% +$613K 0.09% 238
2021
Q2 		$372K Buy
+1,210
New +$375K 0.04% 354

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

Gladstone Institutional Advisory's PH Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Parker-Hannifin (PH) stake by 1.6% in Q2 2026, selling an estimated $32.1K and leaving 2,198 shares worth $2.15M. The position accounts for 0.07% of the portfolio, ranked #278.

Gladstone Institutional Advisory first reported a position in PH in Q2 2021 and has held it in 21 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Gladstone Institutional Advisory held 2,198 shares of Parker-Hannifin worth $2.15M as of Q2 2026.
  • Gladstone Institutional Advisory sold 35 Parker-Hannifin shares in Q2 2026, an estimated $32.1K.
  • Parker-Hannifin made up 0.07% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #278 holding.
  • Gladstone Institutional Advisory first reported a position in Parker-Hannifin in Q2 2021 and has held it in 21 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.