PFM
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Peak Financial Management’s Parker-Hannifin PH Stock Holding History

Peak 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
Q2 		– Sell
-284
Closed -$254K – 119
2026
Q1 		$254K Sell
284
-25
-8% -$23.7K 0.06% 83
2025
Q4 		$272K Buy
309
+20
+7% +$16.4K 0.07% 81
2025
Q3 		$219K Hold
289
– – 0.06% 94
2025
Q2 		$202K Sell
289
-70
-19% -$44.2K 0.06% 93
2025
Q1 		$218K Sell
359
-45
-11% -$29.4K 0.07% 87
2024
Q4 		$257K Sell
404
-50
-11% -$33.1K 0.08% 81
2024
Q3 		$287K Buy
454
+10
+2% +$5.68K 0.08% 76
2024
Q2 		$225K Buy
+444
New +$238K 0.07% 84

Other funds holding PH

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Peak Financial Management's PH Position: Q2 2026 in Review

Peak Financial Management sold out of Parker-Hannifin (PH) in Q2 2026, closing a stake of 284 shares — an estimated $254K sold.

Peak Financial Management first reported a position in PH in Q2 2024 and held it in 8 quarters. The position peaked at $287K in Q3 2024. 1,977 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Peak Financial Management reported no remaining Parker-Hannifin position as of Q2 2026 after selling out during the quarter.
  • Peak Financial Management sold 284 Parker-Hannifin shares in Q2 2026, an estimated $254K.
  • Peak Financial Management first reported a position in Parker-Hannifin in Q2 2024 and held it in 8 quarters.
  • Peak Financial Management's Parker-Hannifin position peaked at $287K in Q3 2024.
  • 1,977 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.