WAM
PHIN icon

Watershed Asset Management’s Phinia Inc PHIN Stock Holding History

Watershed Asset 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 		$444K Sell
6,486
-1,817
-22% -$127K 0.46% 68
2025
Q4 		$521K Buy
+8,303
New +$459K 0.49% 19

Other funds holding PHIN

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return

Watershed Asset Management's PHIN Position: Q1 2026 in Review

Watershed Asset Management reduced its Phinia Inc (PHIN) stake by 22% in Q1 2026, selling an estimated $127K and leaving 6,486 shares worth $444K. The position accounts for 0.46% of the portfolio, ranked #68.

Watershed Asset Management first reported a position in PHIN in Q4 2025 and has held it in 2 quarters since. The position peaked at $521K in Q4 2025. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

  • Watershed Asset Management held 6,486 shares of Phinia Inc worth $444K as of Q1 2026.
  • Watershed Asset Management sold 1,817 Phinia Inc shares in Q1 2026, an estimated $127K.
  • Phinia Inc made up 0.46% of Watershed Asset Management's portfolio in Q1 2026, its #68 holding.
  • Watershed Asset Management first reported a position in Phinia Inc in Q4 2025 and has held it in 2 quarters since.
  • Watershed Asset Management's Phinia Inc position peaked at $521K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Watershed Asset Management's 13F filing for Q1 2026, filed 6 May 2026.