Superior Planning, LLC’s Philips PHG Stock Holding History

Superior Planning, LLC’s Portfolio PHG Stock Details PHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15.8K	Buy	+646	New	+$17K	0.01%	775

Other funds holding PHG

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return

Becker Capital Management Portland, Oregon $3.69B AUM 25.93% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's PHG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Philips (PHG) in Q3 2026: 646 shares worth $15.8K. The stake represents 0.01% of the portfolio and ranks #775 among its holdings.

238 funds tracked by Wall St. Rank hold PHG as of Q3 2026.

Superior Planning, LLC held 646 shares of Philips worth $15.8K as of Q3 2026.
Philips was a new Superior Planning, LLC position in Q3 2026.
Philips made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #775 holding.
238 funds tracked by Wall St. Rank held Philips as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.