Van Hulzen Asset Management’s Parker-Hannifin PH Stock Holding History

Van Hulzen 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 Q1	–	Sell	-43	Closed	-$27.4K	–	879
2024 Q4	$27.4K	Buy	+43	New	+$28.5K	﹤0.01%	627
2021 Q1	–	Sell	-1,146	Closed	-$312K	–	304
2020 Q4	$312K	Sell	1,146 -3	-0.3%	-$743	0.05%	208
2020 Q3	$232K	Sell	1,149 -10	-0.9%	-$1.97K	0.03%	227
2020 Q2	$212K	Buy	+1,159	New	+$187K	0.03%	236
2020 Q1	–	Sell	-1,475	Closed	-$304K	–	288
2019 Q4	$304K	Buy	1,475 +142	+11%	+$27.5K	0.06%	213
2019 Q3	$241K	Sell	1,333 -116	-8%	-$19.7K	0.05%	228
2019 Q2	$246K	Buy	+1,449	New	+$250K	0.05%	225

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Van Hulzen Asset Management's PH Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Parker-Hannifin (PH) in Q1 2025, closing a stake of 43 shares — an estimated $27.4K sold.

Van Hulzen Asset Management first reported a position in PH in Q2 2019 and held it in 7 quarters. The position peaked at $312K in Q4 2020. 1,597 funds tracked by Wall St. Rank hold PH as of Q1 2025.

Van Hulzen Asset Management reported no remaining Parker-Hannifin position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 43 Parker-Hannifin shares in Q1 2025, an estimated $27.4K.
Van Hulzen Asset Management first reported a position in Parker-Hannifin in Q2 2019 and held it in 7 quarters.
Van Hulzen Asset Management's Parker-Hannifin position peaked at $312K in Q4 2020.
1,597 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.