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Summit Trail Advisors’s Parker-Hannifin PH Stock Holding History

Summit Trail Advisors’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 		$5.99M Buy
6,695
+1,915
+40% +$1.81M 0.09% 133
2025
Q4 		$4.2M Sell
4,780
-618
-11% -$506K 0.07% 159
2025
Q3 		$4.09M Buy
5,398
+2,129
+65% +$1.57M 0.06% 178
2025
Q2 		$2.28M Buy
+3,269
New +$2.07M 0.04% 239
2024
Q4 		– Sell
-1,513
Closed -$956K – 663
2024
Q3 		$956K Sell
1,513
-111
-7% -$63.1K 0.02% 272
2024
Q2 		$822K Sell
1,624
-263
-14% -$141K 0.02% 272
2024
Q1 		$1.05M Buy
1,887
+220
+13% +$112K 0.03% 211
2023
Q4 		$768K Buy
1,667
+402
+32% +$167K 0.03% 212
2023
Q3 		$493K Buy
1,265
+68
+6% +$27.3K 0.02% 274
2023
Q2 		$467K Buy
1,197
+202
+20% +$68.4K 0.02% 282
2023
Q1 		$334K Buy
+995
New +$330K 0.01% 296
2018
Q2 		– Sell
-2,066
Closed -$220K – 626
2018
Q1 		$220K Buy
2,066
+345
+20% +$65.3K 0.04% 352
2017
Q4 		$355K Buy
+1,721
New +$320K 0.04% 283

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 Trail Advisors's PH Position: Q1 2026 in Review

Summit Trail Advisors increased its Parker-Hannifin (PH) stake by 40% in Q1 2026, buying an estimated $1.81M and bringing the position to 6,695 shares worth $5.99M. The position accounts for 0.09% of the portfolio, ranked #133.

Summit Trail Advisors first reported a position in PH in Q4 2017 and has held it in 13 quarters since. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Summit Trail Advisors held 6,695 shares of Parker-Hannifin worth $5.99M as of Q1 2026.
  • Summit Trail Advisors bought 1,915 Parker-Hannifin shares in Q1 2026, an estimated $1.81M.
  • Parker-Hannifin made up 0.09% of Summit Trail Advisors's portfolio in Q1 2026, its #133 holding.
  • Summit Trail Advisors first reported a position in Parker-Hannifin in Q4 2017 and has held it in 13 quarters since.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.