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Whipplewood Advisors’s Phinia Inc PHIN Stock Holding History

Whipplewood Advisors’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 		$1.07K Sell
13
-11
-46% -$842 ﹤0.01% 538
2026
Q1 		$1.64K Buy
+24
New +$1.68K ﹤0.01% 803
2025
Q3 		– Sell
-24
Closed -$1.07K – 929
2025
Q2 		$1.07K Sell
24
-57,866
-100% -$2.44M ﹤0.01% 1008
2025
Q1 		$1.02K Buy
57,890
+57,866
+241,108% +$2.77M ﹤0.01% 1023
2024
Q4 		$1.16K Buy
+24
New +$1.19K ﹤0.01% 993

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

Whipplewood Advisors's PHIN Position: Q2 2026 in Review

Whipplewood Advisors reduced its Phinia Inc (PHIN) stake by 46% in Q2 2026, selling an estimated $842 and leaving 13 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Whipplewood Advisors first reported a position in PHIN in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.64K in Q1 2026. 391 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

  • Whipplewood Advisors held 13 shares of Phinia Inc worth $1.07K as of Q2 2026.
  • Whipplewood Advisors sold 11 Phinia Inc shares in Q2 2026, an estimated $842.
  • Phinia Inc made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #538 holding.
  • Whipplewood Advisors first reported a position in Phinia Inc in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Phinia Inc position peaked at $1.64K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.