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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
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
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 $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 $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SHP Wealth Management's PHIN Position: Q1 2026 in Review

SHP Wealth Management increased its Phinia Inc (PHIN) stake by 400% in Q1 2026, buying an estimated $5.59K and bringing the position to 100 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

SHP Wealth Management first reported a position in PHIN in Q4 2025 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • SHP Wealth Management held 100 shares of Phinia Inc worth $6.84K as of Q1 2026.
  • SHP Wealth Management bought 80 Phinia Inc shares in Q1 2026, an estimated $5.59K.
  • Phinia Inc made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #994 holding.
  • SHP Wealth Management first reported a position in Phinia Inc in Q4 2025 and has held it in 2 quarters since.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.