Larson Financial Group’s Phunware PHUN Stock Holding History

Larson Financial Group’s Portfolio PHUN Stock Details PHUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-15	Closed	-$78	–	3178
2024 Q4	$78	Hold	15	–	–	﹤0.01%	2641
2024 Q3	$51	Buy	+15	New	+$61	﹤0.01%	2634

Other funds holding PHUN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Larson Financial Group's PHUN Position: Q1 2025 in Review

Larson Financial Group sold out of Phunware (PHUN) in Q1 2025, closing a stake of 15 shares — an estimated $78 sold.

Larson Financial Group first reported a position in PHUN in Q3 2024 and held it in 2 quarters. The position peaked at $78 in Q4 2024. 31 funds tracked by Wall St. Rank hold PHUN as of Q1 2025.

Larson Financial Group reported no remaining Phunware position as of Q1 2025 after selling out during the quarter.
Larson Financial Group sold 15 Phunware shares in Q1 2025, an estimated $78.
Larson Financial Group first reported a position in Phunware in Q3 2024 and held it in 2 quarters.
Larson Financial Group's Phunware position peaked at $78 in Q4 2024.
31 funds tracked by Wall St. Rank held Phunware as of Q1 2025.

Based on Larson Financial Group's 13F filing for Q1 2025, filed 2 May 2025.