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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
Q2 		$643K Sell
657
-4
-0.6% -$3.66K 0.05% 180
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 0.21% 86
2025
Q2 		$283K Buy
+405
New +$256K 0.07% 189

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 Wealth Group (Colorado)'s PH Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Parker-Hannifin (PH) stake by 0.61% in Q2 2026, selling an estimated $3.66K and leaving 657 shares worth $643K. The position accounts for 0.05% of the portfolio, ranked #180.

Summit Wealth Group (Colorado) first reported a position in PH in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.97M in Q3 2025. 1,978 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Summit Wealth Group (Colorado) held 657 shares of Parker-Hannifin worth $643K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 4 Parker-Hannifin shares in Q2 2026, an estimated $3.66K.
  • Parker-Hannifin made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #180 holding.
  • Summit Wealth Group (Colorado) first reported a position in Parker-Hannifin in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s Parker-Hannifin position peaked at $1.97M in Q3 2025.
  • 1,978 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.