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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
Q2 		$477K Sell
488
-12
-2% -$11K 0.08% 159
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Westover Capital Advisors's PH Position: Q2 2026 in Review

Westover Capital Advisors reduced its Parker-Hannifin (PH) stake by 2.4% in Q2 2026, selling an estimated $11K and leaving 488 shares worth $477K. The position accounts for 0.08% of the portfolio, ranked #159.

Westover Capital Advisors first reported a position in PH in Q4 2023 and has held it in 11 quarters since. 1,980 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Westover Capital Advisors held 488 shares of Parker-Hannifin worth $477K as of Q2 2026.
  • Westover Capital Advisors sold 12 Parker-Hannifin shares in Q2 2026, an estimated $11K.
  • Parker-Hannifin made up 0.08% of Westover Capital Advisors's portfolio in Q2 2026, its #159 holding.
  • Westover Capital Advisors first reported a position in Parker-Hannifin in Q4 2023 and has held it in 11 quarters since.
  • 1,980 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.