PRP
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Peak Retirement Planning’s Parker-Hannifin PH Stock Holding History

Peak Retirement Planning’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 		$248K Buy
+254
New +$233K 0.04% 164

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 Retirement Planning's PH Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in Parker-Hannifin (PH) in Q2 2026: 254 shares worth $248K. The stake represents 0.04% of the portfolio and ranks #164 among its holdings.

1,968 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Peak Retirement Planning held 254 shares of Parker-Hannifin worth $248K as of Q2 2026.
  • Parker-Hannifin was a new Peak Retirement Planning position in Q2 2026.
  • Parker-Hannifin made up 0.04% of Peak Retirement Planning's portfolio in Q2 2026, its #164 holding.
  • 1,968 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.