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

EFG 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
Q2 		– Sell
-3,858
Closed -$2.34M – 182
2025
Q1 		$2.34M Sell
3,858
-621
-14% -$406K 0.39% 107
2024
Q4 		$2.85M Buy
4,479
+385
+9% +$255K 0.39% 104
2024
Q3 		$2.59M Sell
4,094
-177
-4% -$101K 0.43% 95
2024
Q2 		$2.16M Sell
4,271
-168
-4% -$90.1K 0.37% 105
2024
Q1 		$2.46M Buy
4,439
+788
+22% +$400K 0.43% 85
2023
Q4 		$1.68M Buy
3,651
+546
+18% +$227K 0.32% 127
2023
Q3 		$1.21M Sell
3,105
-578
-16% -$232K 0.29% 122
2023
Q2 		$1.44M Sell
3,683
-1,230
-25% -$416K 0.31% 114
2023
Q1 		$1.65M Buy
4,913
+489
+11% +$162K 0.37% 95
2022
Q4 		$1.29M Buy
4,424
+457
+12% +$131K 0.29% 124
2022
Q3 		$963K Buy
3,967
+311
+9% +$84.2K 0.22% 147
2022
Q2 		$900K Sell
3,656
-560
-13% -$150K 0.19% 151
2022
Q1 		$1.2M Sell
4,216
-385
-8% -$116K 0.18% 156
2021
Q4 		$1.46M Buy
+4,601
New +$1.42M 0.19% 146

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

EFG Asset Management's PH Position: Q2 2025 in Review

EFG Asset Management sold out of Parker-Hannifin (PH) in Q2 2025, closing a stake of 3,858 shares — an estimated $2.34M sold.

EFG Asset Management first reported a position in PH in Q4 2021 and held it in 14 quarters. The position peaked at $2.85M in Q4 2024. 1,632 funds tracked by Wall St. Rank hold PH as of Q2 2025.

  • EFG Asset Management reported no remaining Parker-Hannifin position as of Q2 2025 after selling out during the quarter.
  • EFG Asset Management sold 3,858 Parker-Hannifin shares in Q2 2025, an estimated $2.34M.
  • EFG Asset Management first reported a position in Parker-Hannifin in Q4 2021 and held it in 14 quarters.
  • EFG Asset Management's Parker-Hannifin position peaked at $2.85M in Q4 2024.
  • 1,632 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2025.

Based on EFG Asset Management's 13F filing for Q2 2025, filed 6 Aug 2025.