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Intentional Wealth Strategies’s Phinia Inc PHIN Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-23
Closed -$1.57K – 674
2026
Q1 		$1.57K Buy
+23
New +$1.61K ﹤0.01% 697

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

Intentional Wealth Strategies's PHIN Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Phinia Inc (PHIN) in Q2 2026, closing a stake of 23 shares — an estimated $1.57K sold.

Intentional Wealth Strategies first reported a position in PHIN in Q1 2026 and held it in 1 quarter. The position peaked at $1.57K in Q1 2026. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Phinia Inc position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 23 Phinia Inc shares in Q2 2026, an estimated $1.57K.
  • Intentional Wealth Strategies first reported a position in Phinia Inc in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Phinia Inc position peaked at $1.57K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.