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
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 $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

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

Peak Financial Management reduced its Parker-Hannifin (PH) stake by 8.1% in Q1 2026, selling an estimated $23.7K and leaving 284 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #83.

Peak Financial Management first reported a position in PH in Q2 2024 and has held it in 8 quarters since. The position peaked at $287K in Q3 2024. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Peak Financial Management held 284 shares of Parker-Hannifin worth $254K as of Q1 2026.
  • Peak Financial Management sold 25 Parker-Hannifin shares in Q1 2026, an estimated $23.7K.
  • Parker-Hannifin made up 0.06% of Peak Financial Management's portfolio in Q1 2026, its #83 holding.
  • Peak Financial Management first reported a position in Parker-Hannifin in Q2 2024 and has held it in 8 quarters since.
  • Peak Financial Management's Parker-Hannifin position peaked at $287K in Q3 2024.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.