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Steward Partners Investment Advisory’s Phunware PHUN Stock Holding History

Steward Partners Investment Advisory’s Portfolio PHUN Stock Details PHUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4 Hold
2
– – ﹤0.01% 4640
2026
Q1 		$4 Hold
2
– – ﹤0.01% 4406
2025
Q4 		$4 Hold
2
– – ﹤0.01% 4298
2025
Q3 		$6 Hold
2
– – ﹤0.01% 4247
2025
Q2 		$6 Hold
2
– – ﹤0.01% 4102
2025
Q1 		$6 Hold
2
– – ﹤0.01% 4006
2024
Q4 		$10 Sell
2
-2
-50% -$11 ﹤0.01% 3958
2024
Q3 		$14 Buy
+4
New +$16 ﹤0.01% 3721

Other funds holding PHUN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Steward Partners Investment Advisory's PHUN Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Phunware (PHUN) position steady in Q2 2026 at 2 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #4640.

Steward Partners Investment Advisory first reported a position in PHUN in Q3 2024 and has held it in 8 quarters since. The position peaked at $14 in Q3 2024. 25 funds tracked by Wall St. Rank hold PHUN as of Q2 2026.

  • Steward Partners Investment Advisory held 2 shares of Phunware worth $4 as of Q2 2026.
  • Steward Partners Investment Advisory left its Phunware share count unchanged in Q2 2026.
  • Phunware made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4640 holding.
  • Steward Partners Investment Advisory first reported a position in Phunware in Q3 2024 and has held it in 8 quarters since.
  • Steward Partners Investment Advisory's Phunware position peaked at $14 in Q3 2024.
  • 25 funds tracked by Wall St. Rank held Phunware as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.