Summit Securities Group’s Parker-Hannifin PH Stock Holding History

Summit Securities 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 Q1	$18.8K	Sell	21 -167	-89%	-$158K	﹤0.01%	533
2025 Q4	$165K	Sell	188 -33	-15%	-$27K	0.02%	371
2025 Q3	$168K	Buy	221 +135	+157%	+$99.6K	0.03%	289
2025 Q2	$60.1K	Buy	+86	New	+$54.3K	0.01%	487
2024 Q2	–	Sell	-2	Closed	-$1K	–	732
2024 Q1	$1K	Buy	+2	New	+$1.02K	﹤0.01%	400
2023 Q3	–	Sell	-169	Closed	-$66K	–	921
2023 Q2	$66K	Sell	169 -81	-32%	-$27.4K	0.01%	355
2023 Q1	$84K	Sell	250 -911	-78%	-$302K	0.01%	331
2022 Q4	$338K	Buy	1,161 +689	+146%	+$197K	0.01%	317
2022 Q3	$114K	Buy	472 +204	+76%	+$55.2K	0.01%	506
2022 Q2	$66K	Buy	268 +205	+325%	+$54.9K	0.01%	490
2022 Q1	$18K	Buy	+63	New	+$19K	﹤0.01%	734

Other funds holding PH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Summit Securities Group's PH Position: Q1 2026 in Review

Summit Securities Group reduced its Parker-Hannifin (PH) stake by 89% in Q1 2026, selling an estimated $158K and leaving 21 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Summit Securities Group first reported a position in PH in Q1 2022 and has held it in 11 quarters since. The position peaked at $338K in Q4 2022. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

Summit Securities Group held 21 shares of Parker-Hannifin worth $18.8K as of Q1 2026.
Summit Securities Group sold 167 Parker-Hannifin shares in Q1 2026, an estimated $158K.
Parker-Hannifin made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #533 holding.
Summit Securities Group first reported a position in Parker-Hannifin in Q1 2022 and has held it in 11 quarters since.
Summit Securities Group's Parker-Hannifin position peaked at $338K in Q4 2022.
1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.