Vision Retirement’s Phunware PHUN Stock Holding History

Vision Retirement’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	$62	Hold	30	–	–	﹤0.01%	616
2026 Q1	$53	Hold	30	–	–	﹤0.01%	642
2025 Q4	$56	Buy	+30	New	+$70	﹤0.01%	592

Other funds holding PHUN

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Vision Retirement's PHUN Position: Q2 2026 in Review

Vision Retirement held its Phunware (PHUN) position steady in Q2 2026 at 30 shares worth $62. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Vision Retirement first reported a position in PHUN in Q4 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold PHUN as of Q2 2026.

Vision Retirement held 30 shares of Phunware worth $62 as of Q2 2026.
Vision Retirement left its Phunware share count unchanged in Q2 2026.
Phunware made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #616 holding.
Vision Retirement first reported a position in Phunware in Q4 2025 and has held it in 3 quarters since.
35 funds tracked by Wall St. Rank held Phunware as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.