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Cumberland Partners’s Parker-Hannifin PH Stock Holding History

Cumberland Partners’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 		$6.51M Sell
7,271
-3,279
-31% -$3.1M 0.49% 40
2025
Q4 		$9.27M Sell
10,550
-111
-1% -$90.8K 0.57% 38
2025
Q3 		$8.08M Buy
10,661
+55
+0.5% +$40.6K 0.53% 41
2025
Q2 		$7.41M Sell
10,606
-116
-1% -$73.3K 0.51% 39
2025
Q1 		$6.52M Sell
10,722
-14
-0.1% -$9.16K 0.5% 41
2024
Q4 		$6.83M Sell
10,736
-8
-0.1% -$5.3K 0.48% 46
2024
Q3 		$6.79M Sell
10,744
-232
-2% -$132K 0.47% 45
2024
Q2 		$5.55M Sell
10,976
-209
-2% -$112K 0.4% 54
2024
Q1 		$6.22M Sell
11,185
-30
-0.3% -$15.2K 0.45% 43
2023
Q4 		$4.46M Sell
11,215
-4,190
-27% -$1.74M 0.41% 56
2023
Q3 		$6M Sell
15,405
-1,550
-9% -$623K 0.58% 36
2023
Q2 		$6.61M Buy
16,955
+2,075
+14% +$702K 0.61% 36
2023
Q1 		$5M Buy
+14,880
New +$4.93M 0.49% 46
2020
Q2 		– Sell
-3,095
Closed -$402K – 170
2020
Q1 		$402K Sell
3,095
-855
-22% -$155K 0.05% 135
2019
Q4 		$813K Buy
3,950
+1,005
+34% +$195K 0.07% 123
2019
Q3 		$532K Sell
2,945
-71
-2% -$12.1K 0.05% 129
2019
Q2 		$513K Sell
3,016
-350
-10% -$60.4K 0.05% 135
2019
Q1 		$577K Sell
3,366
-1,239
-27% -$205K 0.06% 129
2018
Q4 		$687K Buy
4,605
+2,805
+156% +$454K 0.08% 114
2018
Q3 		$331K Buy
+1,800
New +$309K 0.03% 158

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

Cumberland Partners's PH Position: Q1 2026 in Review

Cumberland Partners reduced its Parker-Hannifin (PH) stake by 31% in Q1 2026, selling an estimated $3.1M and leaving 7,271 shares worth $6.51M. The position accounts for 0.49% of the portfolio, ranked #40.

Cumberland Partners first reported a position in PH in Q3 2018 and has held it in 20 quarters since. The position peaked at $9.27M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Cumberland Partners held 7,271 shares of Parker-Hannifin worth $6.51M as of Q1 2026.
  • Cumberland Partners sold 3,279 Parker-Hannifin shares in Q1 2026, an estimated $3.1M.
  • Parker-Hannifin made up 0.49% of Cumberland Partners's portfolio in Q1 2026, its #40 holding.
  • Cumberland Partners first reported a position in Parker-Hannifin in Q3 2018 and has held it in 20 quarters since.
  • Cumberland Partners's Parker-Hannifin position peaked at $9.27M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.