Carson Wealth (CWM LLC)
PHIN icon

Carson Wealth (CWM LLC)’s Phinia Inc PHIN Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$97.4K Buy
1,423
+49
+4% +$3.42K ﹤0.01% 3299
2025
Q4 		$86K Sell
1,374
-74
-5% -$4.09K ﹤0.01% 3185
2025
Q3 		$83K Buy
1,448
+629
+77% +$34K ﹤0.01% 3131
2025
Q2 		$36K Sell
819
-433
-35% -$18.3K ﹤0.01% 3514
2025
Q1 		$53K Sell
1,252
-218
-15% -$10.4K ﹤0.01% 2940
2024
Q4 		$71K Buy
1,470
+339
+30% +$16.7K ﹤0.01% 2525
2024
Q3 		$52K Sell
1,131
-47
-4% -$2.12K ﹤0.01% 2664
2024
Q2 		$46K Sell
1,178
-4
-0.3% -$165 ﹤0.01% 2530
2024
Q1 		$45K Buy
1,182
+223
+23% +$7.26K ﹤0.01% 2362
2023
Q4 		$29K Buy
959
+216
+29% +$5.79K ﹤0.01% 2542
2023
Q3 		$20K Buy
+743
New +$20.6K ﹤0.01% 2690

Other funds holding PHIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PHIN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Phinia Inc (PHIN) stake by 3.6% in Q1 2026, buying an estimated $3.42K and bringing the position to 1,423 shares worth $97.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3299.

Carson Wealth (CWM LLC) first reported a position in PHIN in Q3 2023 and has held it in 11 quarters since. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,423 shares of Phinia Inc worth $97.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 49 Phinia Inc shares in Q1 2026, an estimated $3.42K.
  • Phinia Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3299 holding.
  • Carson Wealth (CWM LLC) first reported a position in Phinia Inc in Q3 2023 and has held it in 11 quarters since.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.