CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in PH — Parker-Hannifin Corp
CIK 1766904
RICHMOND, VA
Position in PH
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$353,095
+$85,422 QoQ
Shares Held
361
+20.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,428
of 1,972 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $4,798,715 across 16 Specialty Industrial Machinery names. PH ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
2,806 | $1,195,686 | |
| 2 | GEV |
GE Vernova Inc.
|
860 | $1,010,376 | |
| 3 | EMR |
Emerson Electric Co
|
3,583 | $512,901 | |
| 4 | ITW |
Illinois Tool Works Inc
|
1,318 | $356,475 | |
| 5 | PH |
Parker-Hannifin Corp
This page
|
361 | $353,095 | |
| 6 | CMI |
Cummins Inc
|
473 | $337,343 | |
| 7 | AOS |
Smith A O Corp
|
3,613 | $226,605 | |
| 8 | AME |
Ametek Inc/
|
892 | $215,804 |
All Filings in PH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,095 | 361 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $267,673 | 299 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $269,837 | 307 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $242,605 | 320 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $225,602 | 323 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $164,116 | 270 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $95,403 | 150 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,578,916 | 2,499 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $1,343,933 | 2,657 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $1,493,405 | 2,687 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $1,226,381 | 2,662 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $1,050,145 | 2,696 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $984,851 | 2,525 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $961,610 | 2,861 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $956,808 | 3,288 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $798,169 | 3,294 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $742,086 | 3,016 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $54,051 | 176 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $29,965 | 95 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $119,380 | 590 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||