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Trifecta Capital Advisors’s Parker-Hannifin PH Stock Holding History

Trifecta Capital 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
-100
Closed -$87.9K – 287
2025
Q4 		$87.9K Hold
100
– – 0.01% 145
2025
Q3 		$75.8K Hold
100
– – 0.01% 155
2025
Q2 		$69.8K Hold
100
– – 0.01% 162
2025
Q1 		$60.8K Hold
100
– – 0.01% 132
2024
Q4 		$63.6K Hold
100
– – 0.01% 125
2024
Q3 		$63.2K Hold
100
– – 0.01% 129
2024
Q2 		$50.6K Buy
+100
New +$53.6K 0.01% 141
2023
Q4 		– Sell
-20
Closed -$7.79K – 453
2023
Q3 		$7.79K Buy
+20
New +$8.04K ﹤0.01% 222

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

Trifecta Capital Advisors's PH Position: Q1 2026 in Review

Trifecta Capital Advisors sold out of Parker-Hannifin (PH) in Q1 2026, closing a stake of 100 shares — an estimated $87.9K sold.

Trifecta Capital Advisors first reported a position in PH in Q3 2023 and held it in 8 quarters. The position peaked at $87.9K in Q4 2025. 1,925 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Trifecta Capital Advisors reported no remaining Parker-Hannifin position as of Q1 2026 after selling out during the quarter.
  • Trifecta Capital Advisors sold 100 Parker-Hannifin shares in Q1 2026, an estimated $87.9K.
  • Trifecta Capital Advisors first reported a position in Parker-Hannifin in Q3 2023 and held it in 8 quarters.
  • Trifecta Capital Advisors's Parker-Hannifin position peaked at $87.9K in Q4 2025.
  • 1,925 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.