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 Q2	$1.69M	Sell	20,457 -2,550	-11%	-$195K	0.58%	28
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wittenberg Investment Management's PHIN Position: Q2 2026 in Review

Wittenberg Investment Management reduced its Phinia Inc (PHIN) stake by 11% in Q2 2026, selling an estimated $195K and leaving 20,457 shares worth $1.69M. The position accounts for 0.58% of the portfolio, ranked #28.

Wittenberg Investment Management first reported a position in PHIN in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.4M in Q3 2024. 392 funds tracked by Wall St. Rank hold PHIN as of Q2 2026.

Wittenberg Investment Management held 20,457 shares of Phinia Inc worth $1.69M as of Q2 2026.
Wittenberg Investment Management sold 2,550 Phinia Inc shares in Q2 2026, an estimated $195K.
Phinia Inc made up 0.58% of Wittenberg Investment Management's portfolio in Q2 2026, its #28 holding.
Wittenberg Investment Management first reported a position in Phinia Inc in Q3 2023 and has held it in 12 quarters since.
Wittenberg Investment Management's Phinia Inc position peaked at $2.4M in Q3 2024.
392 funds tracked by Wall St. Rank held Phinia Inc as of Q2 2026.

Based on Wittenberg Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.