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Peak Planning Group’s Parker-Hannifin PH Stock Holding History

Peak Planning Group’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 		$245K Buy
251
+4
+2% +$3.66K 0.06% 116
2026
Q1 		$221K Hold
247
– – 0.06% 112
2025
Q4 		$217K Buy
+247
New +$202K 0.06% 115

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 Planning Group's PH Position: Q2 2026 in Review

Peak Planning Group increased its Parker-Hannifin (PH) stake by 1.6% in Q2 2026, buying an estimated $3.66K and bringing the position to 251 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #116.

Peak Planning Group first reported a position in PH in Q4 2025 and has held it in 3 quarters since. 1,975 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Peak Planning Group held 251 shares of Parker-Hannifin worth $245K as of Q2 2026.
  • Peak Planning Group bought 4 Parker-Hannifin shares in Q2 2026, an estimated $3.66K.
  • Parker-Hannifin made up 0.06% of Peak Planning Group's portfolio in Q2 2026, its #116 holding.
  • Peak Planning Group first reported a position in Parker-Hannifin in Q4 2025 and has held it in 3 quarters since.
  • 1,975 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.