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SteelPeak Wealth’s Parker-Hannifin PH Stock Holding History

SteelPeak Wealth’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 		$707K Buy
723
+44
+6% +$40.3K 0.02% 373
2026
Q1 		$608K Buy
679
+10
+1% +$9.46K 0.02% 357
2025
Q4 		$588K Sell
669
-250
-27% -$205K 0.02% 335
2025
Q3 		$697K Sell
919
-9
-1% -$6.64K 0.02% 347
2025
Q2 		$648K Sell
928
-30
-3% -$19K 0.03% 330
2025
Q1 		$583K Sell
958
-7
-0.7% -$4.58K 0.02% 322
2024
Q4 		$614K Sell
965
-708
-42% -$469K 0.02% 316
2024
Q3 		$1.06M Buy
1,673
+735
+78% +$418K 0.05% 226
2024
Q2 		$474K Buy
938
+266
+40% +$143K 0.02% 314
2024
Q1 		$373K Sell
672
-5
-0.7% -$2.54K 0.02% 334
2023
Q4 		$312K Sell
677
-232
-26% -$96.6K 0.02% 330
2023
Q3 		$354K Buy
909
+22
+2% +$8.84K 0.02% 305
2023
Q2 		$346K Buy
+887
New +$300K 0.02% 307
2021
Q1 		– Sell
-1,149
Closed -$313K – 398
2020
Q4 		$313K Buy
1,149
+16
+1% +$3.96K 0.03% 257
2020
Q3 		$229K Buy
1,133
+2
+0.2% +$393 0.02% 242
2020
Q2 		$207K Buy
+1,131
New +$182K 0.03% 226

Other funds holding PH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

SteelPeak Wealth's PH Position: Q2 2026 in Review

SteelPeak Wealth increased its Parker-Hannifin (PH) stake by 6.5% in Q2 2026, buying an estimated $40.3K and bringing the position to 723 shares worth $707K. The position accounts for 0.02% of the portfolio, ranked #373.

SteelPeak Wealth first reported a position in PH in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.06M in Q3 2024. 421 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • SteelPeak Wealth held 723 shares of Parker-Hannifin worth $707K as of Q2 2026.
  • SteelPeak Wealth bought 44 Parker-Hannifin shares in Q2 2026, an estimated $40.3K.
  • Parker-Hannifin made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #373 holding.
  • SteelPeak Wealth first reported a position in Parker-Hannifin in Q2 2020 and has held it in 16 quarters since.
  • SteelPeak Wealth's Parker-Hannifin position peaked at $1.06M in Q3 2024.
  • 421 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.