Nelson Capital Management’s Parker-Hannifin PH Stock Holding History

Nelson Capital Management’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	$377K	Hold	385	–	–	0.04%	96
2026 Q1	$345K	Hold	385	–	–	0.04%	95
2025 Q4	$338K	Hold	385	–	–	0.04%	97
2025 Q3	$292K	Hold	385	–	–	0.03%	99
2025 Q2	$269K	Hold	385	–	–	0.04%	94
2025 Q1	$234K	Hold	385	–	–	0.04%	95
2024 Q4	$245K	Hold	385	–	–	0.04%	99
2024 Q3	$243K	Buy	+385	New	+$219K	0.04%	98
2016 Q3	–	Sell	-215	Closed	-$23K	–	268
2016 Q2	$23K	Buy	+215	New	+$24.1K	0.01%	164

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nelson Capital Management's PH Position: Q2 2026 in Review

Nelson Capital Management held its Parker-Hannifin (PH) position steady in Q2 2026 at 385 shares worth $377K. The position accounts for 0.04% of the portfolio, ranked #96.

Nelson Capital Management first reported a position in PH in Q2 2016 and has held it in 9 quarters since. 1,973 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Nelson Capital Management held 385 shares of Parker-Hannifin worth $377K as of Q2 2026.
Nelson Capital Management left its Parker-Hannifin share count unchanged in Q2 2026.
Parker-Hannifin made up 0.04% of Nelson Capital Management's portfolio in Q2 2026, its #96 holding.
Nelson Capital Management first reported a position in Parker-Hannifin in Q2 2016 and has held it in 9 quarters since.
1,973 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.