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Forum Financial Management’s Parker-Hannifin PH Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-1,345
Closed -$1.18M – 802
2025
Q4 		$1.18M Sell
1,345
-40
-3% -$32.7K 0.02% 216
2025
Q3 		$1.05M Buy
1,385
+115
+9% +$84.9K 0.01% 226
2025
Q2 		$887K Sell
1,270
-140
-10% -$88.5K 0.01% 239
2025
Q1 		$857K Buy
1,410
+45
+3% +$29.4K 0.01% 231
2024
Q4 		$868K Buy
1,365
+35
+3% +$23.2K 0.01% 226
2024
Q3 		$840K Sell
1,330
-7
-0.5% -$3.98K 0.01% 211
2024
Q2 		$676K Sell
1,337
-142
-10% -$76.1K 0.01% 233
2024
Q1 		$822K Buy
1,479
+155
+12% +$78.8K 0.01% 220
2023
Q4 		$610K Sell
1,324
-155
-10% -$64.5K 0.01% 245
2023
Q3 		$576K Hold
1,479
– – 0.01% 250
2023
Q2 		$577K Sell
1,479
-18
-1% -$6.09K 0.01% 263
2023
Q1 		$503K Buy
1,497
+17
+1% +$5.63K 0.01% 263
2022
Q4 		$431K Buy
1,480
+32
+2% +$9.16K 0.01% 287
2022
Q3 		$351K Hold
1,448
– – 0.02% 305
2022
Q2 		$356K Buy
1,448
+158
+12% +$42.3K 0.02% 308
2022
Q1 		$366K Hold
1,290
– – 0.02% 311
2021
Q4 		$410K Buy
+1,290
New +$399K 0.02% 302

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

Forum Financial Management's PH Position: Q1 2026 in Review

Forum Financial Management sold out of Parker-Hannifin (PH) in Q1 2026, closing a stake of 1,345 shares — an estimated $1.18M sold.

Forum Financial Management first reported a position in PH in Q4 2021 and held it in 17 quarters. The position peaked at $1.18M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Forum Financial Management reported no remaining Parker-Hannifin position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,345 Parker-Hannifin shares in Q1 2026, an estimated $1.18M.
  • Forum Financial Management first reported a position in Parker-Hannifin in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Parker-Hannifin position peaked at $1.18M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.