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Atticus Wealth Management’s Phinia Inc PHIN Stock Holding History

Atticus Wealth Management’s Portfolio PHIN Stock Details PHIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-37
Closed -$1.65K – 503
2025
Q2 		$1.65K Buy
+37
New +$1.56K ﹤0.01% 576

Other funds holding PHIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Atticus Wealth Management's PHIN Position: Q3 2025 in Review

Atticus Wealth Management sold out of Phinia Inc (PHIN) in Q3 2025, closing a stake of 37 shares — an estimated $1.65K sold.

Atticus Wealth Management first reported a position in PHIN in Q2 2025 and held it in 1 quarter. The position peaked at $1.65K in Q2 2025. 355 funds tracked by Wall St. Rank hold PHIN as of Q3 2025.

  • Atticus Wealth Management reported no remaining Phinia Inc position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 37 Phinia Inc shares in Q3 2025, an estimated $1.65K.
  • Atticus Wealth Management first reported a position in Phinia Inc in Q2 2025 and held it in 1 quarter.
  • Atticus Wealth Management's Phinia Inc position peaked at $1.65K in Q2 2025.
  • 355 funds tracked by Wall St. Rank held Phinia Inc as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.