Challenger Wealth Management’s Parker-Hannifin PH Stock Holding History

Challenger Wealth Management’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 Q3	$610K	Sell	639 -17	-3%	-$16.7K	0.45%	38
2026 Q2	$642K	Buy	656 +13	+2%	+$11.9K	0.47%	36
2026 Q1	$576K	Buy	643 +1	+0.2%	+$946	0.46%	38
2025 Q4	$565K	Buy	642 +1	+0.2%	+$818	0.43%	38
2025 Q3	$486K	Sell	641 -42	-6%	-$31K	0.38%	44
2025 Q2	$477K	Sell	683 -3	-0.4%	-$1.9K	0.33%	49
2025 Q1	$417K	Sell	686 -30	-4%	-$19.6K	0.33%	56
2024 Q4	$455K	Buy	+716	New	+$474K	0.39%	49

Other funds holding PH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Challenger Wealth Management's PH Position: Q3 2026 in Review

Challenger Wealth Management reduced its Parker-Hannifin (PH) stake by 2.6% in Q3 2026, selling an estimated $16.7K and leaving 639 shares worth $610K. The position accounts for 0.45% of the portfolio, ranked #38.

Challenger Wealth Management first reported a position in PH in Q4 2024 and has held it in 8 quarters since. The position peaked at $642K in Q2 2026. 1,199 funds tracked by Wall St. Rank hold PH as of Q3 2026.

Challenger Wealth Management held 639 shares of Parker-Hannifin worth $610K as of Q3 2026.
Challenger Wealth Management sold 17 Parker-Hannifin shares in Q3 2026, an estimated $16.7K.
Parker-Hannifin made up 0.45% of Challenger Wealth Management's portfolio in Q3 2026, its #38 holding.
Challenger Wealth Management first reported a position in Parker-Hannifin in Q4 2024 and has held it in 8 quarters since.
Challenger Wealth Management's Parker-Hannifin position peaked at $642K in Q2 2026.
1,199 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2026.

Based on Challenger Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.