UBS AM
PHIN icon

UBS AM’s Phinia Inc PHIN Stock Holding History

UBS AM’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 		$5.11M Buy
74,686
+1,960
+3% +$137K ﹤0.01% 1547
2025
Q4 		$4.56M Buy
72,726
+412
+0.6% +$22.8K ﹤0.01% 1507
2025
Q3 		$4.16M Sell
72,314
-57,645
-44% -$3.11M ﹤0.01% 1457
2025
Q2 		$5.78M Buy
129,959
+35,689
+38% +$1.51M ﹤0.01% 1644
2025
Q1 		$4M Buy
94,270
+6,478
+7% +$310K ﹤0.01% 1679
2024
Q4 		$4.23M Buy
87,792
+16,363
+23% +$808K ﹤0.01% 1695
2024
Q3 		$3.29M Sell
71,429
-7,637
-10% -$344K ﹤0.01% 1783
2024
Q2 		$3.11M Sell
79,066
-10,415
-12% -$429K ﹤0.01% 1754
2024
Q1 		$3.44M Buy
89,481
+978
+1% +$31.8K ﹤0.01% 1425
2023
Q4 		$2.68M Buy
88,503
+4,314
+5% +$116K ﹤0.01% 1539
2023
Q3 		$2.26M Buy
+84,189
New +$2.33M ﹤0.01% 1564

Other funds holding PHIN

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return