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Measured Wealth Private Client Group’s Phinia Inc PHIN Stock Holding History

Measured Wealth Private Client Group’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 		$928K Buy
11,263
+700
+7% +$53.6K 0.22% 71
2026
Q1 		$723K Buy
10,563
+10,544
+55,495% +$736K 0.2% 78
2025
Q4 		$1.2K Sell
19
-19
-50% -$1.05K ﹤0.01% 671
2025
Q3 		$2.19K Buy
+38
New +$2.05K ﹤0.01% 635

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

Measured Wealth Private Client Group's PHIN Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Phinia Inc (PHIN) stake by 6.6% in Q2 2026, buying an estimated $53.6K and bringing the position to 11,263 shares worth $928K. The position accounts for 0.22% of the portfolio, ranked #71.

Measured Wealth Private Client Group first reported a position in PHIN in Q3 2025 and has held it in 4 quarters since. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Measured Wealth Private Client Group held 11,263 shares of Phinia Inc worth $928K as of Q2 2026.
  • Measured Wealth Private Client Group bought 700 Phinia Inc shares in Q2 2026, an estimated $53.6K.
  • Phinia Inc made up 0.22% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #71 holding.
  • Measured Wealth Private Client Group first reported a position in Phinia Inc in Q3 2025 and has held it in 4 quarters since.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.