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Optima Capital’s Parker-Hannifin PH Stock Holding History

Optima Capital’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
-12
Closed -$10.5K – 971
2025
Q4 		$10.5K Buy
+12
New +$9.82K ﹤0.01% 511

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

Optima Capital's PH Position: Q1 2026 in Review

Optima Capital sold out of Parker-Hannifin (PH) in Q1 2026, closing a stake of 12 shares — an estimated $10.5K sold.

Optima Capital first reported a position in PH in Q4 2025 and held it in 1 quarter. The position peaked at $10.5K in Q4 2025. 1,924 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Optima Capital reported no remaining Parker-Hannifin position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 12 Parker-Hannifin shares in Q1 2026, an estimated $10.5K.
  • Optima Capital first reported a position in Parker-Hannifin in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Parker-Hannifin position peaked at $10.5K in Q4 2025.
  • 1,924 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.