Wealthspire Advisors (New York)’s Phunware PHUN Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-2	Closed	-$6	–	2359
2025 Q3	$6	Buy	+2	New	+$6	﹤0.01%	3051

Other funds holding PHUN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (New York)'s PHUN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Phunware (PHUN) in Q4 2025, closing a stake of 2 shares — an estimated $6 sold.

Wealthspire Advisors (New York) first reported a position in PHUN in Q3 2025 and held it in 1 quarter. The position peaked at $6 in Q3 2025. 37 funds tracked by Wall St. Rank hold PHUN as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Phunware position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 2 Phunware shares in Q4 2025, an estimated $6.
Wealthspire Advisors (New York) first reported a position in Phunware in Q3 2025 and held it in 1 quarter.
Wealthspire Advisors (New York)'s Phunware position peaked at $6 in Q3 2025.
37 funds tracked by Wall St. Rank held Phunware as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.