AWA
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Aaron Wealth Advisors’s Philips PHG Stock Holding History

Aaron Wealth Advisors’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
Q2 		$458K Buy
16,841
+1,229
+8% +$32.6K 0.02% 444
2026
Q1 		$412K Buy
15,612
+6,033
+63% +$171K 0.02% 443
2025
Q4 		$250K Sell
9,579
-78
-0.8% -$2.08K 0.01% 609
2025
Q3 		$254K Buy
9,657
+14
+0.1% +$359 0.02% 568
2025
Q2 		$223K Sell
9,643
-574
-6% -$12.9K 0.02% 439
2025
Q1 		$240K Buy
10,217
+263
+3% +$6.44K 0.03% 391
2024
Q4 		$233K Buy
9,954
+1,603
+19% +$41.4K 0.03% 390
2024
Q3 		$253K Buy
+8,351
New +$222K 0.03% 348
2022
Q2 		– Sell
-768
Closed -$19.4K – 660
2022
Q1 		$19.4K Buy
+768
New +$21K ﹤0.01% 649

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aaron Wealth Advisors's PHG Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Philips (PHG) stake by 7.9% in Q2 2026, buying an estimated $32.6K and bringing the position to 16,841 shares worth $458K. The position accounts for 0.02% of the portfolio, ranked #444.

Aaron Wealth Advisors first reported a position in PHG in Q1 2022 and has held it in 9 quarters since. 362 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Aaron Wealth Advisors held 16,841 shares of Philips worth $458K as of Q2 2026.
  • Aaron Wealth Advisors bought 1,229 Philips shares in Q2 2026, an estimated $32.6K.
  • Philips made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #444 holding.
  • Aaron Wealth Advisors first reported a position in Philips in Q1 2022 and has held it in 9 quarters since.
  • 362 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.