Summitry LLC’s Parker-Hannifin PH Stock Holding History

Summitry LLC’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	$252K	Buy	+258	New	+$236K	0.01%	282
2026 Q1	–	Sell	-383	Closed	-$337K	–	306
2025 Q4	$337K	Buy	383 +16	+4%	+$13.1K	0.01%	164
2025 Q3	$278K	Buy	367 +36	+11%	+$26.6K	0.01%	159
2025 Q2	$231K	Buy	+331	New	+$209K	0.01%	158
2025 Q1	–	Sell	-315	Closed	-$200K	–	151
2024 Q4	$200K	Sell	315 -9	-3%	-$5.96K	0.01%	134
2024 Q3	$205K	Buy	+324	New	+$184K	0.01%	130
2014 Q3	–	Sell	-2,000	Closed	-$251K	–	68
2014 Q2	$251K	Sell	2,000 -118,195	-98%	-$14.7M	0.03%	60
2014 Q1	$14.4M	Buy	120,195 +1,798	+2%	+$216K	1.86%	32
2013 Q4	$15.2M	Buy	118,397 +5,105	+5%	+$593K	2.01%	30
2013 Q3	$12.3M	Buy	113,292 +2,215	+2%	+$228K	1.87%	30
2013 Q2	$10.6M	Buy	+111,077	New	+$10.4M	1.66%	32

Other funds holding PH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Summitry LLC's PH Position: Q2 2026 in Review

Summitry LLC opened a new position in Parker-Hannifin (PH) in Q2 2026: 258 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #282 among its holdings. This is a return to the name: Summitry LLC previously reported a position in PH as recently as Q4 2025.

Summitry LLC first reported a position in PH in Q2 2013 and has held it in 11 quarters since. The position peaked at $15.2M in Q4 2013. 1,971 funds tracked by Wall St. Rank hold PH as of Q2 2026.

Summitry LLC held 258 shares of Parker-Hannifin worth $252K as of Q2 2026.
Parker-Hannifin was a new Summitry LLC position in Q2 2026.
Parker-Hannifin made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #282 holding.
Summitry LLC first reported a position in Parker-Hannifin in Q2 2013 and has held it in 11 quarters since.
Summitry LLC's Parker-Hannifin position peaked at $15.2M in Q4 2013.
1,971 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.