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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
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 $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

Summit Financial's PH Position: Q1 2026 in Review

Summit Financial reduced its Parker-Hannifin (PH) stake by 3.7% in Q1 2026, selling an estimated $151K and leaving 4,129 shares worth $3.7M. The position accounts for 0.05% of the portfolio, ranked #394.

Summit Financial first reported a position in PH in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.77M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Summit Financial held 4,129 shares of Parker-Hannifin worth $3.7M as of Q1 2026.
  • Summit Financial sold 160 Parker-Hannifin shares in Q1 2026, an estimated $151K.
  • Parker-Hannifin made up 0.05% of Summit Financial's portfolio in Q1 2026, its #394 holding.
  • Summit Financial first reported a position in Parker-Hannifin in Q2 2021 and has held it in 20 quarters since.
  • Summit Financial's Parker-Hannifin position peaked at $3.77M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.