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MorganRosel Wealth Management’s Phinia Inc PHIN Stock Holding History

MorganRosel Wealth 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 		$972K Buy
+11,795
New +$903K 0.33% 54

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

MorganRosel Wealth Management's PHIN Position: Q2 2026 in Review

MorganRosel Wealth Management opened a new position in Phinia Inc (PHIN) in Q2 2026: 11,795 shares worth $972K. The stake represents 0.33% of the portfolio and ranks #54 among its holdings.

391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • MorganRosel Wealth Management held 11,795 shares of Phinia Inc worth $972K as of Q2 2026.
  • Phinia Inc was a new MorganRosel Wealth Management position in Q2 2026.
  • Phinia Inc made up 0.33% of MorganRosel Wealth Management's portfolio in Q2 2026, its #54 holding.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.