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One Wealth Advisors’s Phinia Inc PHIN Stock Holding History

One Wealth 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
Q1 		– Sell
-3,278
Closed -$205K – 322
2025
Q4 		$205K Sell
3,278
-1,101
-25% -$60.9K 0.03% 290
2025
Q3 		$252K Sell
4,379
-422
-9% -$22.8K 0.03% 262
2025
Q2 		$214K Sell
4,801
-157
-3% -$6.62K 0.03% 272
2025
Q1 		$210K Buy
+4,958
New +$238K 0.03% 268

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

One Wealth Advisors's PHIN Position: Q1 2026 in Review

One Wealth Advisors sold out of Phinia Inc (PHIN) in Q1 2026, closing a stake of 3,278 shares — an estimated $205K sold.

One Wealth Advisors first reported a position in PHIN in Q1 2025 and held it in 4 quarters. The position peaked at $252K in Q3 2025. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • One Wealth Advisors reported no remaining Phinia Inc position as of Q1 2026 after selling out during the quarter.
  • One Wealth Advisors sold 3,278 Phinia Inc shares in Q1 2026, an estimated $205K.
  • One Wealth Advisors first reported a position in Phinia Inc in Q1 2025 and held it in 4 quarters.
  • One Wealth Advisors's Phinia Inc position peaked at $252K in Q3 2025.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.