NewEdge Advisors’s Phinia Inc PHIN Stock Holding History

NewEdge Advisors’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	$3.95K	Sell	48 -24	-33%	-$1.84K	﹤0.01%	3781
2026 Q1	$4.93K	Buy	72 +3	+4%	+$210	﹤0.01%	3597
2025 Q4	$4.32K	Hold	69	–	–	﹤0.01%	3719
2025 Q3	$3.95K	Hold	69	–	–	﹤0.01%	3603
2025 Q2	$3.06K	Hold	69	–	–	﹤0.01%	3528
2025 Q1	$2.91K	Hold	69	–	–	﹤0.01%	3429
2024 Q4	$3.3K	Sell	69 -4	-5%	-$198	﹤0.01%	3343
2024 Q3	$3.34K	Hold	73	–	–	﹤0.01%	3278
2024 Q2	$2.85K	Buy	73 +1	+1%	+$41	﹤0.01%	3266
2024 Q1	$2.78K	Sell	72 -12	-14%	-$391	﹤0.01%	3304
2023 Q4	$2.53K	Sell	84 -13	-13%	-$349	﹤0.01%	3297
2023 Q3	$2.59K	Buy	+97	New	+$2.69K	﹤0.01%	2994

Other funds holding PHIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NewEdge Advisors's PHIN Position: Q2 2026 in Review

NewEdge Advisors reduced its Phinia Inc (PHIN) stake by 33% in Q2 2026, selling an estimated $1.84K and leaving 48 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #3781.

NewEdge Advisors first reported a position in PHIN in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.93K in Q1 2026. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

NewEdge Advisors held 48 shares of Phinia Inc worth $3.95K as of Q2 2026.
NewEdge Advisors sold 24 Phinia Inc shares in Q2 2026, an estimated $1.84K.
Phinia Inc made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3781 holding.
NewEdge Advisors first reported a position in Phinia Inc in Q3 2023 and has held it in 12 quarters since.
NewEdge Advisors's Phinia Inc position peaked at $4.93K in Q1 2026.
391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.