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

Westover 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 		$448K Sell
500
-5
-1% -$4.73K 0.08% 155
2025
Q4 		$444K Buy
505
+63
+14% +$51.6K 0.08% 165
2025
Q3 		$335K Sell
442
-37
-8% -$27.3K 0.06% 177
2025
Q2 		$335K Sell
479
-14
-3% -$8.85K 0.07% 178
2025
Q1 		$300K Buy
493
+15
+3% +$9.81K 0.07% 193
2024
Q4 		$304K Sell
478
-13
-3% -$8.61K 0.07% 189
2024
Q3 		$310K Hold
491
– – 0.06% 198
2024
Q2 		$248K Sell
491
-20
-4% -$10.7K 0.06% 186
2024
Q1 		$284K Sell
511
-3
-0.6% -$1.52K 0.08% 148
2023
Q4 		$237K Buy
+514
New +$214K 0.08% 159

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

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

Westover Capital Advisors reduced its Parker-Hannifin (PH) stake by 0.99% in Q1 2026, selling an estimated $4.73K and leaving 500 shares worth $448K. The position accounts for 0.08% of the portfolio, ranked #155.

Westover Capital Advisors first reported a position in PH in Q4 2023 and has held it in 10 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Westover Capital Advisors held 500 shares of Parker-Hannifin worth $448K as of Q1 2026.
  • Westover Capital Advisors sold 5 Parker-Hannifin shares in Q1 2026, an estimated $4.73K.
  • Parker-Hannifin made up 0.08% of Westover Capital Advisors's portfolio in Q1 2026, its #155 holding.
  • Westover Capital Advisors first reported a position in Parker-Hannifin in Q4 2023 and has held it in 10 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

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