Avantax Advisory Services’s Philips PHG Stock Holding History

Avantax Advisory Services’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 Q2	$210K	Sell	9,102 -1,766	-16%	-$39.6K	﹤0.01%	2167
2025 Q1	$255K	Sell	10,868 -1,645	-13%	-$40.3K	﹤0.01%	1943
2024 Q4	$293K	Buy	12,513 +2,399	+24%	+$62K	﹤0.01%	1794
2024 Q3	$306K	Buy	10,114 +832	+9%	+$22.1K	﹤0.01%	1730
2024 Q2	$216K	Buy	+9,282	New	+$208K	﹤0.01%	1906
2020 Q4	–	Sell	-5,434	Closed	-$208K	–	1238
2020 Q3	$208K	Buy	+5,434	New	+$218K	﹤0.01%	1208

Other funds holding PHG

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Avantax Advisory Services's PHG Position: Q2 2025 in Review

Avantax Advisory Services reduced its Philips (PHG) stake by 16% in Q2 2025, selling an estimated $39.6K and leaving 9,102 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

Avantax Advisory Services first reported a position in PHG in Q3 2020 and has held it in 6 quarters since. The position peaked at $306K in Q3 2024. 294 funds tracked by Wall St. Rank hold PHG as of Q2 2025.

Avantax Advisory Services held 9,102 shares of Philips worth $210K as of Q2 2025.
Avantax Advisory Services sold 1,766 Philips shares in Q2 2025, an estimated $39.6K.
Philips made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2167 holding.
Avantax Advisory Services first reported a position in Philips in Q3 2020 and has held it in 6 quarters since.
Avantax Advisory Services's Philips position peaked at $306K in Q3 2024.
294 funds tracked by Wall St. Rank held Philips as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.