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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
Q2 		$6.66M Sell
6,804
-467
-6% -$428K 0.43% 50
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 $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

Cumberland Partners's PH Position: Q2 2026 in Review

Cumberland Partners reduced its Parker-Hannifin (PH) stake by 6.4% in Q2 2026, selling an estimated $428K and leaving 6,804 shares worth $6.66M. The position accounts for 0.43% of the portfolio, ranked #50.

Cumberland Partners first reported a position in PH in Q3 2018 and has held it in 21 quarters since. The position peaked at $9.27M in Q4 2025. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Cumberland Partners held 6,804 shares of Parker-Hannifin worth $6.66M as of Q2 2026.
  • Cumberland Partners sold 467 Parker-Hannifin shares in Q2 2026, an estimated $428K.
  • Parker-Hannifin made up 0.43% of Cumberland Partners's portfolio in Q2 2026, its #50 holding.
  • Cumberland Partners first reported a position in Parker-Hannifin in Q3 2018 and has held it in 21 quarters since.
  • Cumberland Partners's Parker-Hannifin position peaked at $9.27M in Q4 2025.
  • 1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.