Atlantic Edge Private Wealth Management’s Philips PHG Stock Holding History

Atlantic Edge Private Wealth Management’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
2025 Q3	–	Sell	-1	Closed	-$24	–	552
2025 Q2	$24	Sell	1 -26	-96%	-$583	﹤0.01%	505
2025 Q1	$635	Hold	27	–	–	﹤0.01%	483
2024 Q4	$633	Hold	27	–	–	﹤0.01%	467
2024 Q3	$818	Hold	27	–	–	﹤0.01%	473
2024 Q2	$630	Buy	+27	New	+$606	﹤0.01%	459

Other funds holding PHG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Atlantic Edge Private Wealth Management's PHG Position: Q3 2025 in Review

Atlantic Edge Private Wealth Management sold out of Philips (PHG) in Q3 2025, closing a stake of 1 share — an estimated $24 sold.

Atlantic Edge Private Wealth Management first reported a position in PHG in Q2 2024 and held it in 5 quarters. The position peaked at $818 in Q3 2024. 313 funds tracked by Wall St. Rank hold PHG as of Q3 2025.

Atlantic Edge Private Wealth Management reported no remaining Philips position as of Q3 2025 after selling out during the quarter.
Atlantic Edge Private Wealth Management sold 1 Philips share in Q3 2025, an estimated $24.
Atlantic Edge Private Wealth Management first reported a position in Philips in Q2 2024 and held it in 5 quarters.
Atlantic Edge Private Wealth Management's Philips position peaked at $818 in Q3 2024.
313 funds tracked by Wall St. Rank held Philips as of Q3 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.