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Action Point Financial Planning’s Philips PHG Stock Holding History

Action Point Financial Planning’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 		$2.69K Buy
+100
New +$2.65K ﹤0.01% 2107

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

Action Point Financial Planning's PHG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Philips (PHG) in Q2 2026: 100 shares worth $2.69K. The stake represents ﹤0.01% of the portfolio and ranks #2107 among its holdings.

362 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Action Point Financial Planning held 100 shares of Philips worth $2.69K as of Q2 2026.
  • Philips was a new Action Point Financial Planning position in Q2 2026.
  • Philips made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2107 holding.
  • 362 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.