JWCA
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J.W. Cole Advisors’s Parker-Hannifin PH Stock Holding History

J.W. Cole 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 		– Sell
-6,947
Closed -$3.72M – 1288
2025
Q4 		$3.72M Buy
6,947
+1,835
+36% +$1.5M 0.09% 223
2025
Q3 		$3.88M Buy
5,112
+64
+1% +$47.2K 0.07% 260
2025
Q2 		$3.53M Buy
5,048
+1,371
+37% +$866K 0.08% 253
2025
Q1 		$2.24M Buy
3,677
+1,230
+50% +$804K 0.07% 289
2024
Q4 		$1.56M Buy
2,447
+58
+2% +$38.4K 0.06% 301
2024
Q3 		$1.51M Buy
2,389
+116
+5% +$65.9K 0.06% 303
2024
Q2 		$1.15M Buy
2,273
+143
+7% +$76.7K 0.05% 326
2024
Q1 		$1.18M Buy
2,130
+129
+6% +$65.5K 0.06% 312
2023
Q4 		$922K Buy
2,001
+602
+43% +$251K 0.05% 315
2023
Q3 		$545K Buy
1,399
+29
+2% +$11.7K 0.04% 394
2023
Q2 		$534K Sell
1,370
-16
-1% -$5.41K 0.04% 410
2023
Q1 		$466K Buy
1,386
+28
+2% +$9.27K 0.03% 465
2022
Q4 		$395K Hold
1,358
– – 0.03% 473
2022
Q3 		$329K Buy
1,358
+83
+7% +$22.5K 0.03% 506
2022
Q2 		$314K Buy
1,275
+73
+6% +$19.5K 0.03% 537
2022
Q1 		$341K Sell
1,202
-9
-0.7% -$2.71K 0.02% 575
2021
Q4 		$385K Sell
1,211
-33
-3% -$10.2K 0.03% 562
2021
Q3 		$348K Buy
1,244
+144
+13% +$42.8K 0.02% 325
2021
Q2 		$338K Hold
1,100
– – 0.03% 547
2021
Q1 		$347K Buy
1,100
+17
+2% +$4.91K 0.03% 476
2020
Q4 		$295K Sell
1,083
-385
-26% -$95.4K 0.03% 483
2020
Q3 		$297K Buy
+1,468
New +$289K 0.02% 550
2020
Q1 		– Sell
-1,158
Closed -$238K – 389
2019
Q4 		$238K Buy
+1,158
New +$224K 0.03% 480

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

J.W. Cole Advisors's PH Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Parker-Hannifin (PH) in Q1 2026, closing a stake of 6,947 shares — an estimated $3.72M sold.

J.W. Cole Advisors first reported a position in PH in Q4 2019 and held it in 23 quarters. The position peaked at $3.88M in Q3 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Parker-Hannifin position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 6,947 Parker-Hannifin shares in Q1 2026, an estimated $3.72M.
  • J.W. Cole Advisors first reported a position in Parker-Hannifin in Q4 2019 and held it in 23 quarters.
  • J.W. Cole Advisors's Parker-Hannifin position peaked at $3.88M in Q3 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.