Cypress Asset Management’s Parker-Hannifin PH Stock Holding History

Cypress Asset Management’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
2025 Q4	$2.59M	Sell	2,942 -15	-0.5%	-$12.3K	0.57%	42
2025 Q3	$2.24M	Sell	2,957 -39	-1%	-$28.8K	0.51%	47
2025 Q2	$2.09M	Hold	2,996	–	–	0.5%	46
2025 Q1	$1.82M	Sell	2,996 -190	-6%	-$124K	0.49%	51
2024 Q4	$2.03M	Sell	3,186 -18	-0.6%	-$11.9K	0.5%	50
2024 Q3	$2.02M	Buy	3,204 +5	+0.2%	+$2.84K	0.5%	50
2024 Q2	$1.62M	Hold	3,199	–	–	0.42%	56
2024 Q1	$1.78M	Buy	3,199 +253	+9%	+$129K	0.48%	56
2023 Q4	$1.36M	Sell	2,946 -16	-0.5%	-$6.66K	0.41%	62
2023 Q3	$1.15M	Hold	2,962	–	–	0.39%	63
2023 Q2	$1.16M	Buy	2,962 +18	+0.6%	+$6.09K	0.37%	67
2023 Q1	$990K	Sell	2,944 -25	-0.8%	-$8.28K	0.34%	78
2022 Q4	$864K	Sell	2,969 -60	-2%	-$17.2K	0.31%	82
2022 Q3	$734K	Hold	3,029	–	–	0.28%	82
2022 Q2	$745K	Sell	3,029 -150	-5%	-$40.1K	0.27%	84
2022 Q1	$902K	Sell	3,179 -450	-12%	-$136K	0.26%	85
2021 Q4	$1.15M	Sell	3,629 -12	-0.3%	-$3.71K	0.27%	84
2021 Q3	$1.02M	Hold	3,641	–	–	0.26%	87
2021 Q2	$1.12M	Buy	3,641 +1,376	+61%	+$426K	0.29%	85
2021 Q1	$714K	Buy	2,265 +1,065	+89%	+$307K	0.2%	102
2020 Q4	$327K	Buy	+1,200	New	+$297K	0.09%	126
2020 Q1	–	Sell	-1,350	Closed	-$278K	–	130
2019 Q4	$278K	Hold	1,350	–	–	0.09%	117
2019 Q3	$244K	Hold	1,350	–	–	0.08%	130
2019 Q2	$230K	Hold	1,350	–	–	0.08%	132
2019 Q1	$232K	Hold	1,350	–	–	0.08%	139
2018 Q4	$201K	Hold	1,350	–	–	0.08%	149
2018 Q3	$248K	Sell	1,350 -80	-6%	-$13.7K	0.07%	164
2018 Q2	$223K	Sell	1,430 -20	-1%	-$3.41K	0.07%	168
2018 Q1	$248K	Hold	1,450	–	–	0.07%	157
2017 Q4	$289K	Hold	1,450	–	–	0.06%	159
2017 Q3	$254K	Sell	1,450 -100	-6%	-$16.4K	0.05%	169
2017 Q2	$248K	Hold	1,550	–	–	0.05%	176
2017 Q1	$248K	Hold	1,550	–	–	0.05%	192
2016 Q4	$217K	Buy	+1,550	New	+$206K	0.04%	203
2015 Q3	–	Sell	-1,750	Closed	-$204K	–	203
2015 Q2	$204K	Hold	1,750	–	–	0.04%	197
2015 Q1	$208K	Hold	1,750	–	–	0.04%	190
2014 Q4	$226K	Buy	+1,750	New	+$215K	0.04%	183
2014 Q3	–	Sell	-1,750	Closed	-$220K	–	206
2014 Q2	$220K	Sell	1,750 -600	-26%	-$74.8K	0.04%	197
2014 Q1	$281K	Sell	2,350 -250	-10%	-$30K	0.05%	165
2013 Q4	$334K	Hold	2,600	–	–	0.06%	154
2013 Q3	$283K	Hold	2,600	–	–	0.05%	160
2013 Q2	$248K	Buy	+2,600	New	+$244K	0.05%	174

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cypress Asset Management's PH Position: Q4 2025 in Review

Cypress Asset Management reduced its Parker-Hannifin (PH) stake by 0.51% in Q4 2025, selling an estimated $12.3K and leaving 2,942 shares worth $2.59M. The position accounts for 0.57% of the portfolio, ranked #42.

Cypress Asset Management first reported a position in PH in Q2 2013 and has held it in 42 quarters since. 1,844 funds tracked by Wall St. Rank hold PH as of Q4 2025.

Cypress Asset Management held 2,942 shares of Parker-Hannifin worth $2.59M as of Q4 2025.
Cypress Asset Management sold 15 Parker-Hannifin shares in Q4 2025, an estimated $12.3K.
Parker-Hannifin made up 0.57% of Cypress Asset Management's portfolio in Q4 2025, its #42 holding.
Cypress Asset Management first reported a position in Parker-Hannifin in Q2 2013 and has held it in 42 quarters since.
1,844 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2025.

Based on Cypress Asset Management's 13F filing for Q4 2025, filed 29 Jan 2026.