Envestnet Asset Management
PHIN icon

Envestnet Asset Management’s Phinia Inc PHIN Stock Holding History

Envestnet Asset 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
2026
Q2 		$262K Sell
3,186
-3
-0.1% -$230 ﹤0.01% 4505
2026
Q1 		$218K Sell
3,189
-372
-10% -$26K ﹤0.01% 4470
2025
Q4 		$223K Sell
3,561
-5,154
-59% -$285K ﹤0.01% 4208
2025
Q3 		$501K Sell
8,715
-1,198
-12% -$64.7K ﹤0.01% 3761
2025
Q2 		$441K Buy
9,913
+212
+2% +$8.95K ﹤0.01% 3786
2025
Q1 		$412K Buy
9,701
+2,831
+41% +$136K ﹤0.01% 3739
2024
Q4 		$331K Buy
6,870
+373
+6% +$18.4K ﹤0.01% 3846
2024
Q3 		$299K Buy
+6,497
New +$292K ﹤0.01% 3825
2024
Q1 		– Sell
-7,466
Closed -$226K – 4259
2023
Q4 		$226K Sell
7,466
-131
-2% -$3.51K ﹤0.01% 3769
2023
Q3 		$204K Buy
+7,597
New +$210K ﹤0.01% 3738

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
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
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

Envestnet Asset Management's PHIN Position: Q2 2026 in Review

Envestnet Asset Management reduced its Phinia Inc (PHIN) stake by 0.09% in Q2 2026, selling an estimated $230 and leaving 3,186 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #4505.

Envestnet Asset Management first reported a position in PHIN in Q3 2023 and has held it in 10 quarters since. The position peaked at $501K in Q3 2025. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Envestnet Asset Management held 3,186 shares of Phinia Inc worth $262K as of Q2 2026.
  • Envestnet Asset Management sold 3 Phinia Inc shares in Q2 2026, an estimated $230.
  • Phinia Inc made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4505 holding.
  • Envestnet Asset Management first reported a position in Phinia Inc in Q3 2023 and has held it in 10 quarters since.
  • Envestnet Asset Management's Phinia Inc position peaked at $501K in Q3 2025.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.