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SHP Wealth Management’s Phinia Inc PHIN Stock Holding History

SHP 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 		$8.24K Hold
100
– – ﹤0.01% 1032
2026
Q1 		$6.84K Buy
100
+80
+400% +$5.59K ﹤0.01% 994
2025
Q4 		$1.25K Buy
+20
New +$1.11K ﹤0.01% 1219

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management held its Phinia Inc (PHIN) position steady in Q2 2026 at 100 shares worth $8.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

SHP Wealth Management first reported a position in PHIN in Q4 2025 and has held it in 3 quarters since. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • SHP Wealth Management held 100 shares of Phinia Inc worth $8.24K as of Q2 2026.
  • SHP Wealth Management left its Phinia Inc share count unchanged in Q2 2026.
  • Phinia Inc made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1032 holding.
  • SHP Wealth Management first reported a position in Phinia Inc in Q4 2025 and has held it in 3 quarters since.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.