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Ritholtz Wealth Management’s Phinia Inc PHIN Stock Holding History

Ritholtz 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 		$1.68M Sell
20,348
-116
-0.6% -$8.88K 0.03% 466
2026
Q1 		$1.4M Sell
20,464
-293
-1% -$20.5K 0.02% 466
2025
Q4 		$1.3M Sell
20,757
-6,468
-24% -$358K 0.02% 444
2025
Q3 		$1.56M Sell
27,225
-2,750
-9% -$148K 0.03% 395
2025
Q2 		$1.33M Buy
29,975
+5,927
+25% +$250K 0.03% 397
2025
Q1 		$1.02M Sell
24,048
-3,998
-14% -$192K 0.03% 396
2024
Q4 		$1.35M Buy
28,046
+9,442
+51% +$466K 0.04% 301
2024
Q3 		$856K Buy
+18,604
New +$837K 0.03% 412

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

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

Ritholtz Wealth Management reduced its Phinia Inc (PHIN) stake by 0.57% in Q2 2026, selling an estimated $8.88K and leaving 20,348 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #466.

Ritholtz Wealth Management first reported a position in PHIN in Q3 2024 and has held it in 8 quarters since. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Ritholtz Wealth Management held 20,348 shares of Phinia Inc worth $1.68M as of Q2 2026.
  • Ritholtz Wealth Management sold 116 Phinia Inc shares in Q2 2026, an estimated $8.88K.
  • Phinia Inc made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #466 holding.
  • Ritholtz Wealth Management first reported a position in Phinia Inc in Q3 2024 and has held it in 8 quarters since.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.