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Waterloo Capital’s Parker-Hannifin PH Stock Holding History

Waterloo 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
Q2 		$978K Sell
999
-51
-5% -$46.7K 0.05% 256
2026
Q1 		$940K Sell
1,050
-13
-1% -$12.3K 0.07% 216
2025
Q4 		$934K Buy
1,063
+55
+5% +$45K 0.07% 216
2025
Q3 		$764K Buy
1,008
+36
+4% +$26.6K 0.06% 215
2025
Q2 		$679K Buy
972
+131
+16% +$82.8K 0.05% 228
2025
Q1 		$511K Buy
841
+215
+34% +$141K 0.05% 244
2024
Q4 		$398K Sell
626
-128
-17% -$84.8K 0.04% 261
2024
Q3 		$477K Buy
+754
New +$428K 0.05% 249

Other funds holding PH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Waterloo Capital's PH Position: Q2 2026 in Review

Waterloo Capital reduced its Parker-Hannifin (PH) stake by 4.9% in Q2 2026, selling an estimated $46.7K and leaving 999 shares worth $978K. The position accounts for 0.05% of the portfolio, ranked #256.

Waterloo Capital first reported a position in PH in Q3 2024 and has held it in 8 quarters since. 1,985 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Waterloo Capital held 999 shares of Parker-Hannifin worth $978K as of Q2 2026.
  • Waterloo Capital sold 51 Parker-Hannifin shares in Q2 2026, an estimated $46.7K.
  • Parker-Hannifin made up 0.05% of Waterloo Capital's portfolio in Q2 2026, its #256 holding.
  • Waterloo Capital first reported a position in Parker-Hannifin in Q3 2024 and has held it in 8 quarters since.
  • 1,985 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.