Wellington Management Group
PHIN icon

Wellington Management Group’s Phinia Inc PHIN Stock Holding History

Wellington Management Group’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 		$24.6M Buy
298,734
+4,274
+1% +$327K ﹤0.01% 985
2026
Q1 		$20.2M Sell
294,460
-72,668
-20% -$5.07M ﹤0.01% 1007
2025
Q4 		$23M Buy
367,128
+3,039
+0.8% +$168K ﹤0.01% 986
2025
Q3 		$20.9M Sell
364,089
-2,260
-0.6% -$122K ﹤0.01% 998
2025
Q2 		$16.3M Sell
366,349
-2,495
-0.7% -$105K ﹤0.01% 1043
2025
Q1 		$15.7M Buy
368,844
+36,400
+11% +$1.74M ﹤0.01% 1052
2024
Q4 		$16M Sell
332,444
-951
-0.3% -$47K ﹤0.01% 1043
2024
Q3 		$15.3M Buy
333,395
+3,804
+1% +$171K ﹤0.01% 1043
2024
Q2 		$13M Buy
329,591
+69,027
+26% +$2.84M ﹤0.01% 1085
2024
Q1 		$10M Buy
260,564
+15,366
+6% +$500K ﹤0.01% 1131
2023
Q4 		$7.43M Buy
245,198
+73,732
+43% +$1.98M ﹤0.01% 1198
2023
Q3 		$4.59M Buy
+171,466
New +$4.75M ﹤0.01% 1294

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

Wellington Management Group's PHIN Position: Q2 2026 in Review

Wellington Management Group increased its Phinia Inc (PHIN) stake by 1.5% in Q2 2026, buying an estimated $327K and bringing the position to 298,734 shares worth $24.6M. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Wellington Management Group first reported a position in PHIN in Q3 2023 and has held it in 12 quarters since. 393 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Wellington Management Group held 298,734 shares of Phinia Inc worth $24.6M as of Q2 2026.
  • Wellington Management Group bought 4,274 Phinia Inc shares in Q2 2026, an estimated $327K.
  • Phinia Inc made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #985 holding.
  • Wellington Management Group first reported a position in Phinia Inc in Q3 2023 and has held it in 12 quarters since.
  • 393 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.