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

Shelton 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
Q1 		$598K Buy
668
+246
+58% +$233K 0.01% 330
2025
Q4 		$371K Sell
422
-279
-40% -$228K 0.01% 435
2025
Q3 		$531K Sell
701
-280
-29% -$207K 0.01% 337
2025
Q2 		$685K Sell
981
-8
-0.8% -$5.05K 0.02% 293
2025
Q1 		$601K Sell
989
-19
-2% -$12.4K 0.01% 303
2024
Q4 		$641K Hold
1,008
– – 0.02% 304
2024
Q3 		$637K Sell
1,008
-21
-2% -$11.9K 0.02% 306
2024
Q2 		$520K Hold
1,029
– – 0.01% 334
2024
Q1 		$572K Hold
1,029
– – 0.02% 333
2023
Q4 		$474K Sell
1,029
-50
-5% -$20.8K 0.02% 348
2023
Q3 		$420K Hold
1,079
– – 0.02% 346
2023
Q2 		$421K Hold
1,079
– – 0.02% 359
2023
Q1 		$363K Buy
1,079
+269
+33% +$89.1K 0.02% 395
2022
Q4 		$236K Buy
+810
New +$232K 0.02% 560
2022
Q3 		– Sell
-17,750
Closed -$4.37M – 716
2022
Q2 		$4.37M Sell
17,750
-12
-0.1% -$3.21K 0.2% 114
2022
Q1 		$5.04M Sell
17,762
-100
-0.6% -$30.2K 0.19% 119
2021
Q4 		$5.68M Hold
17,862
– – 0.2% 107
2021
Q3 		$5M Hold
17,862
– – 0.2% 114
2021
Q2 		$5.49M Sell
17,862
-19,462
-52% -$6.02M 0.21% 104
2021
Q1 		$11.8M Buy
37,324
+20,364
+120% +$5.88M 0.41% 46
2020
Q4 		$4.62M Sell
16,960
-147
-0.9% -$36.4K 0.21% 104
2020
Q3 		$3.46M Buy
17,107
+15,000
+712% +$2.95M 0.14% 163
2020
Q2 		$386K Buy
+2,107
New +$340K 0.02% 374
2018
Q4 		– Sell
-1,096
Closed -$202K – 865
2018
Q3 		$202K Buy
+1,096
New +$188K 0.01% 871
2018
Q1 		– Sell
-1,096
Closed -$219K – 879
2017
Q4 		$219K Buy
+1,096
New +$204K 0.01% 774

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

Shelton Capital Management's PH Position: Q1 2026 in Review

Shelton Capital Management increased its Parker-Hannifin (PH) stake by 58% in Q1 2026, buying an estimated $233K and bringing the position to 668 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #330.

Shelton Capital Management first reported a position in PH in Q4 2017 and has held it in 25 quarters since. The position peaked at $11.8M in Q1 2021. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Shelton Capital Management held 668 shares of Parker-Hannifin worth $598K as of Q1 2026.
  • Shelton Capital Management bought 246 Parker-Hannifin shares in Q1 2026, an estimated $233K.
  • Parker-Hannifin made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #330 holding.
  • Shelton Capital Management first reported a position in Parker-Hannifin in Q4 2017 and has held it in 25 quarters since.
  • Shelton Capital Management's Parker-Hannifin position peaked at $11.8M in Q1 2021.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.