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Summit Wealth Group (Colorado)’s Parker-Hannifin PH Stock Holding History

Summit Wealth Group (Colorado)’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 		$592K Buy
661
+248
+60% +$235K 0.06% 159
2025
Q4 		$363K Sell
413
-53,873
-99% -$44.1M 0.05% 184
2025
Q3 		$1.97M Buy
54,286
+53,881
+13,304% +$39.8M 0.31% 56
2025
Q2 		$283K Buy
+405
New +$256K 0.07% 189

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 Wealth Group (Colorado)'s PH Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Parker-Hannifin (PH) stake by 60% in Q1 2026, buying an estimated $235K and bringing the position to 661 shares worth $592K. The position accounts for 0.06% of the portfolio, ranked #159.

Summit Wealth Group (Colorado) first reported a position in PH in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.97M in Q3 2025. 1,923 funds tracked by Wall St. Rank hold PH as of Q1 2026.

  • Summit Wealth Group (Colorado) held 661 shares of Parker-Hannifin worth $592K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 248 Parker-Hannifin shares in Q1 2026, an estimated $235K.
  • Parker-Hannifin made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #159 holding.
  • Summit Wealth Group (Colorado) first reported a position in Parker-Hannifin in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s Parker-Hannifin position peaked at $1.97M in Q3 2025.
  • 1,923 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.