Wittenberg Investment Management’s Phinia Inc PHIN Stock Holding History

Wittenberg Investment 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	$1.57M	Sell	23,007 -500	-2%	-$34.9K	0.59%	28
2025 Q4	$1.47M	Sell	23,507 -12,000	-34%	-$663K	0.57%	26
2025 Q3	$2.04M	Hold	35,507	–	–	0.81%	22
2025 Q2	$1.58M	Hold	35,507	–	–	0.69%	26
2025 Q1	$1.51M	Sell	35,507 -2,000	-5%	-$95.8K	0.68%	23
2024 Q4	$1.81M	Sell	37,507 -14,600	-28%	-$721K	0.71%	22
2024 Q3	$2.4M	Hold	52,107	–	–	0.77%	27
2024 Q2	$2.05M	Hold	52,107	–	–	0.7%	29
2024 Q1	$2M	Sell	52,107 -2,789	-5%	-$90.8K	0.68%	29
2023 Q4	$1.66M	Buy	54,896 +30,896	+129%	+$829K	0.58%	33
2023 Q3	$643K	Buy	+24,000	New	+$665K	0.24%	52

Other funds holding PHIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wittenberg Investment Management's PHIN Position: Q1 2026 in Review

Wittenberg Investment Management reduced its Phinia Inc (PHIN) stake by 2.1% in Q1 2026, selling an estimated $34.9K and leaving 23,007 shares worth $1.57M. The position accounts for 0.59% of the portfolio, ranked #28.

Wittenberg Investment Management first reported a position in PHIN in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.4M in Q3 2024. 386 funds tracked by Wall St. Rank hold PHIN as of Q1 2026.

Wittenberg Investment Management held 23,007 shares of Phinia Inc worth $1.57M as of Q1 2026.
Wittenberg Investment Management sold 500 Phinia Inc shares in Q1 2026, an estimated $34.9K.
Phinia Inc made up 0.59% of Wittenberg Investment Management's portfolio in Q1 2026, its #28 holding.
Wittenberg Investment Management first reported a position in Phinia Inc in Q3 2023 and has held it in 11 quarters since.
Wittenberg Investment Management's Phinia Inc position peaked at $2.4M in Q3 2024.
386 funds tracked by Wall St. Rank held Phinia Inc as of Q1 2026.

Based on Wittenberg Investment Management's 13F filing for Q1 2026, filed 14 May 2026.