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Shelton Capital Management’s Phinia Inc PHIN Stock Holding History

Shelton Capital 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
Q1 		– Sell
-4,160
Closed -$261K – 776
2025
Q4 		$261K Sell
4,160
-252
-6% -$13.9K 0.01% 547
2025
Q3 		$254K Buy
+4,412
New +$238K 0.01% 567
2025
Q2 		– Sell
-4,735
Closed -$201K – 738
2025
Q1 		$201K Sell
4,735
-100
-2% -$4.79K ﹤0.01% 666
2024
Q4 		$233K Sell
4,835
-343
-7% -$16.9K 0.01% 620
2024
Q3 		$238K Sell
5,178
-120
-2% -$5.4K 0.01% 622
2024
Q2 		$209K Sell
5,298
-396
-7% -$16.3K 0.01% 676
2024
Q1 		$219K Buy
+5,694
New +$185K 0.01% 681

Other funds holding PHIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shelton Capital Management's PHIN Position: Q1 2026 in Review

Shelton Capital Management sold out of Phinia Inc (PHIN) in Q1 2026, closing a stake of 4,160 shares — an estimated $261K sold.

Shelton Capital Management first reported a position in PHIN in Q1 2024 and held it in 7 quarters. The position peaked at $261K in Q4 2025. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Shelton Capital Management reported no remaining Phinia Inc position as of Q1 2026 after selling out during the quarter.
  • Shelton Capital Management sold 4,160 Phinia Inc shares in Q1 2026, an estimated $261K.
  • Shelton Capital Management first reported a position in Phinia Inc in Q1 2024 and held it in 7 quarters.
  • Shelton Capital Management's Phinia Inc position peaked at $261K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.