U.S. Capital Wealth Advisors’s Parker-Hannifin PH Stock Holding History

U.S. Capital Wealth 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	$1.83M	Sell	2,043 -5,059	-71%	-$4.79M	0.05%	370
2025 Q4	$6.24M	Sell	7,102 -713	-9%	-$584K	0.16%	154
2025 Q3	$5.92M	Sell	7,815 -96	-1%	-$70.8K	0.16%	151
2025 Q2	$5.53M	Buy	7,911 +1,397	+21%	+$883K	0.16%	148
2025 Q1	$3.96M	Buy	6,514 +294	+5%	+$192K	0.12%	176
2024 Q4	$3.96M	Buy	6,220 +1,776	+40%	+$1.18M	0.12%	183
2024 Q3	$2.81M	Buy	4,444 +4	+0.1%	+$2.27K	0.1%	195
2024 Q2	$2.25M	Buy	4,440 +22	+0.5%	+$11.8K	0.09%	222
2024 Q1	$2.46M	Sell	4,418 -7	-0.2%	-$3.56K	0.09%	201
2023 Q4	$2.04M	Sell	4,425 -3,103	-41%	-$1.29M	0.08%	224
2023 Q3	$2.93M	Buy	7,528 +55	+0.7%	+$22.1K	0.13%	149
2023 Q2	$2.91M	Buy	7,473 +32	+0.4%	+$10.8K	0.14%	149
2023 Q1	$2.5M	Sell	7,441 -24	-0.3%	-$7.95K	0.12%	172
2022 Q4	$2.17M	Sell	7,465 -16	-0.2%	-$4.58K	0.1%	191
2022 Q3	$1.81M	Sell	7,481 -6,039	-45%	-$1.63M	0.09%	209
2022 Q2	$3.33M	Buy	13,520 +3	+0%	+$803	0.15%	142
2022 Q1	$3.84M	Buy	+13,517	New	+$4.08M	0.14%	156

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

U.S. Capital Wealth Advisors's PH Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Parker-Hannifin (PH) stake by 71% in Q1 2026, selling an estimated $4.79M and leaving 2,043 shares worth $1.83M. The position accounts for 0.05% of the portfolio, ranked #370.

U.S. Capital Wealth Advisors first reported a position in PH in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.24M in Q4 2025. 1,932 funds tracked by Wall St. Rank hold PH as of Q1 2026.

U.S. Capital Wealth Advisors held 2,043 shares of Parker-Hannifin worth $1.83M as of Q1 2026.
U.S. Capital Wealth Advisors sold 5,059 Parker-Hannifin shares in Q1 2026, an estimated $4.79M.
Parker-Hannifin made up 0.05% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #370 holding.
U.S. Capital Wealth Advisors first reported a position in Parker-Hannifin in Q1 2022 and has held it in 17 quarters since.
U.S. Capital Wealth Advisors's Parker-Hannifin position peaked at $6.24M in Q4 2025.
1,932 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.