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Naples Global Advisors’s Parker-Hannifin PH Stock Holding History

Naples Global 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 		$2.75M Buy
2,808
+101
+4% +$92.5K 0.17% 133
2026
Q1 		$2.42M Buy
2,707
+3
+0.1% +$2.84K 0.18% 145
2025
Q4 		$2.38M Buy
2,704
+14
+0.5% +$11.5K 0.18% 134
2025
Q3 		$2.04M Buy
2,690
+137
+5% +$101K 0.16% 159
2025
Q2 		$1.78M Buy
2,553
+313
+14% +$198K 0.15% 164
2025
Q1 		$1.36M Sell
2,240
-25
-1% -$16.4K 0.13% 189
2024
Q4 		$1.44M Buy
2,265
+15
+0.7% +$9.93K 0.13% 180
2024
Q3 		$1.42M Buy
+2,250
New +$1.28M 0.13% 183

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

Naples Global Advisors's PH Position: Q2 2026 in Review

Naples Global Advisors increased its Parker-Hannifin (PH) stake by 3.7% in Q2 2026, buying an estimated $92.5K and bringing the position to 2,808 shares worth $2.75M. The position accounts for 0.17% of the portfolio, ranked #133.

Naples Global Advisors first reported a position in PH in Q3 2024 and has held it in 8 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Naples Global Advisors held 2,808 shares of Parker-Hannifin worth $2.75M as of Q2 2026.
  • Naples Global Advisors bought 101 Parker-Hannifin shares in Q2 2026, an estimated $92.5K.
  • Parker-Hannifin made up 0.17% of Naples Global Advisors's portfolio in Q2 2026, its #133 holding.
  • Naples Global Advisors first reported a position in Parker-Hannifin in Q3 2024 and has held it in 8 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.