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Summit Financial’s Parker-Hannifin PH Stock Holding History

Summit Financial’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 		$4.03M Sell
4,120
-9
-0.2% -$8.24K 0.04% 406
2026
Q1 		$3.7M Sell
4,129
-160
-4% -$151K 0.05% 394
2025
Q4 		$3.77M Buy
4,289
+163
+4% +$133K 0.06% 323
2025
Q3 		$3.13M Sell
4,126
-708
-15% -$522K 0.05% 364
2025
Q2 		$3.38M Sell
4,834
-29
-0.6% -$18.3K 0.08% 216
2025
Q1 		$2.96M Buy
4,863
+406
+9% +$266K 0.08% 209
2024
Q4 		$2.84M Sell
4,457
-140
-3% -$92.7K 0.1% 165
2024
Q3 		$2.9M Sell
4,597
-51
-1% -$29K 0.11% 143
2024
Q2 		$2.35M Buy
4,648
+1,985
+75% +$1.06M 0.11% 139
2024
Q1 		$1.48M Sell
2,663
-136
-5% -$69.1K 0.09% 136
2023
Q4 		$1.29M Sell
2,799
-96
-3% -$40K 0.08% 148
2023
Q3 		$1.13M Sell
2,895
-128
-4% -$51.4K 0.08% 151
2023
Q2 		$1.18M Sell
3,023
-103
-3% -$34.9K 0.09% 137
2023
Q1 		$1.05M Buy
3,126
+115
+4% +$38.1K 0.09% 115
2022
Q4 		$876K Buy
3,011
+142
+5% +$40.6K 0.08% 125
2022
Q3 		$695K Buy
2,869
+305
+12% +$82.5K 0.07% 140
2022
Q2 		$631K Sell
2,564
-19
-0.7% -$5.08K 0.06% 136
2022
Q1 		$733K Buy
2,583
+76
+3% +$22.9K 0.06% 147
2021
Q4 		$798K Buy
2,507
+682
+37% +$211K 0.06% 132
2021
Q3 		$510K Buy
1,825
+1,003
+122% +$298K 0.04% 142
2021
Q2 		$252K Buy
+822
New +$254K 0.03% 151

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

Summit Financial's PH Position: Q2 2026 in Review

Summit Financial reduced its Parker-Hannifin (PH) stake by 0.22% in Q2 2026, selling an estimated $8.24K and leaving 4,120 shares worth $4.03M. The position accounts for 0.04% of the portfolio, ranked #406.

Summit Financial first reported a position in PH in Q2 2021 and has held it in 21 quarters since. 1,982 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Summit Financial held 4,120 shares of Parker-Hannifin worth $4.03M as of Q2 2026.
  • Summit Financial sold 9 Parker-Hannifin shares in Q2 2026, an estimated $8.24K.
  • Parker-Hannifin made up 0.04% of Summit Financial's portfolio in Q2 2026, its #406 holding.
  • Summit Financial first reported a position in Parker-Hannifin in Q2 2021 and has held it in 21 quarters since.
  • 1,982 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.