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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
Q2 		$6.24M Sell
6,381
-314
-5% -$288K 0.08% 147
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 $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 Trail Advisors's PH Position: Q2 2026 in Review

Summit Trail Advisors reduced its Parker-Hannifin (PH) stake by 4.7% in Q2 2026, selling an estimated $288K and leaving 6,381 shares worth $6.24M. The position accounts for 0.08% of the portfolio, ranked #147.

Summit Trail Advisors first reported a position in PH in Q4 2017 and has held it in 14 quarters since. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Summit Trail Advisors held 6,381 shares of Parker-Hannifin worth $6.24M as of Q2 2026.
  • Summit Trail Advisors sold 314 Parker-Hannifin shares in Q2 2026, an estimated $288K.
  • Parker-Hannifin made up 0.08% of Summit Trail Advisors's portfolio in Q2 2026, its #147 holding.
  • Summit Trail Advisors first reported a position in Parker-Hannifin in Q4 2017 and has held it in 14 quarters since.
  • 1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.