Wealth Enhancement Advisory Services
PHIN icon

Wealth Enhancement Advisory Services’s Phinia Inc PHIN Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$585K Buy
7,481
+631
+9% +$48.3K ﹤0.01% 2540
2026
Q1 		$470K Sell
6,850
-3,326
-33% -$232K ﹤0.01% 2366
2025
Q4 		$685K Buy
10,176
+35
+0.3% +$1.94K ﹤0.01% 2236
2025
Q3 		$549K Sell
10,141
-56
-0.5% -$3.02K ﹤0.01% 2287
2025
Q2 		$483K Buy
10,197
+1,676
+20% +$70.7K ﹤0.01% 2253
2025
Q1 		$362K Sell
8,521
-2,029
-19% -$97.2K ﹤0.01% 2298
2024
Q4 		$508K Buy
10,550
+1,511
+17% +$74.6K ﹤0.01% 1981
2024
Q3 		$416K Sell
9,039
-36
-0.4% -$1.62K ﹤0.01% 1952
2024
Q2 		$357K Sell
9,075
-390
-4% -$16.1K ﹤0.01% 1863
2024
Q1 		$364K Sell
9,465
-280
-3% -$9.11K ﹤0.01% 1792
2023
Q4 		$295K Sell
9,745
-1,290
-12% -$34.6K ﹤0.01% 1823
2023
Q3 		$296K Buy
+11,035
New +$306K ﹤0.01% 1749

Other funds holding PHIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's PHIN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Phinia Inc (PHIN) stake by 9.2% in Q2 2026, buying an estimated $48.3K and bringing the position to 7,481 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #2540.

Wealth Enhancement Advisory Services first reported a position in PHIN in Q3 2023 and has held it in 12 quarters since. The position peaked at $685K in Q4 2025. 392 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 7,481 shares of Phinia Inc worth $585K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 631 Phinia Inc shares in Q2 2026, an estimated $48.3K.
  • Phinia Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2540 holding.
  • Wealth Enhancement Advisory Services first reported a position in Phinia Inc in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Phinia Inc position peaked at $685K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.