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Fulcrum Capital’s Parker-Hannifin PH Stock Holding History

Fulcrum Capital’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
Q1 		– Sell
-709
Closed -$451K – 118
2024
Q4 		$451K Hold
709
– – 0.09% 69
2024
Q3 		$448K Hold
709
– – 0.1% 74
2024
Q2 		$359K Hold
709
– – 0.08% 78
2024
Q1 		$394K Sell
709
-295
-29% -$150K 0.09% 78
2023
Q4 		$463K Buy
+1,004
New +$418K 0.12% 69
2023
Q3 		– Sell
-1,075
Closed -$419K – 116
2023
Q2 		$419K Hold
1,075
– – 0.11% 72
2023
Q1 		$361K Sell
1,075
-520
-33% -$172K 0.1% 80
2022
Q4 		$464K Sell
1,595
-125
-7% -$35.8K 0.13% 68
2022
Q3 		$417K Sell
1,720
-132
-7% -$35.7K 0.12% 63
2022
Q2 		$456K Sell
1,852
-17,325
-90% -$4.64M 0.14% 56
2022
Q1 		$5.44M Buy
19,177
+454
+2% +$137K 1.46% 30
2021
Q4 		$5.96M Buy
18,723
+756
+4% +$234K 1.29% 36
2021
Q3 		$5.02M Buy
17,967
+496
+3% +$148K 1.2% 35
2021
Q2 		$5.37M Buy
17,471
+1,093
+7% +$338K 1.35% 35
2021
Q1 		$5.17M Sell
16,378
-1,494
-8% -$431K 1.48% 34
2020
Q4 		$4.87M Buy
17,872
+205
+1% +$50.8K 1.46% 34
2020
Q3 		$3.58M Sell
17,667
-1,024
-5% -$201K 1.29% 36
2020
Q2 		$3.43M Sell
18,691
-3,563
-16% -$575K 1.3% 34
2020
Q1 		$2.89M Sell
22,254
-124
-0.6% -$22.4K 1.31% 34
2019
Q4 		$4.61M Sell
22,378
-363
-2% -$70.3K 1.43% 32
2019
Q3 		$4.11M Sell
22,741
-3,087
-12% -$525K 1.4% 34
2019
Q2 		$4.39M Buy
25,828
+524
+2% +$90.4K 1.61% 33
2019
Q1 		$4.34M Buy
25,304
+1,870
+8% +$310K 1.64% 30
2018
Q4 		$3.5M Buy
23,434
+3,006
+15% +$486K 1.57% 30
2018
Q3 		$3.76M Buy
20,428
+1,248
+7% +$214K 1.46% 30
2018
Q2 		$2.99M Buy
19,180
+1,811
+10% +$309K 1.43% 27
2018
Q1 		$2.97M Buy
+17,369
New +$3.29M 0.97% 35

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fulcrum Capital's PH Position: Q1 2025 in Review

Fulcrum Capital sold out of Parker-Hannifin (PH) in Q1 2025, closing a stake of 709 shares — an estimated $451K sold.

Fulcrum Capital first reported a position in PH in Q1 2018 and held it in 27 quarters. The position peaked at $5.96M in Q4 2021. 1,600 funds tracked by Wall St. Rank hold PH as of Q1 2025.

  • Fulcrum Capital reported no remaining Parker-Hannifin position as of Q1 2025 after selling out during the quarter.
  • Fulcrum Capital sold 709 Parker-Hannifin shares in Q1 2025, an estimated $451K.
  • Fulcrum Capital first reported a position in Parker-Hannifin in Q1 2018 and held it in 27 quarters.
  • Fulcrum Capital's Parker-Hannifin position peaked at $5.96M in Q4 2021.
  • 1,600 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2025.

Based on Fulcrum Capital's 13F filing for Q1 2025, filed 8 Apr 2025.