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Avion Wealth’s Philips PHG Stock Holding History

Avion Wealth’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 		– Sell
-59
Closed -$1K – 1659
2026
Q1 		$1K Hold
59
– – ﹤0.01% 1108
2025
Q4 		$1K Hold
59
– – ﹤0.01% 1108
2025
Q3 		$1K Hold
59
– – ﹤0.01% 1079
2025
Q2 		$1K Hold
59
– – ﹤0.01% 1036
2025
Q1 		$1K Hold
59
– – ﹤0.01% 906
2024
Q4 		$1K Hold
59
– – ﹤0.01% 903
2024
Q3 		$1K Hold
59
– – ﹤0.01% 877
2024
Q2 		$1K Sell
59
-1
-2% -$22 ﹤0.01% 792
2024
Q1 		$2K Hold
60
– – ﹤0.01% 743
2023
Q4 		$1K Hold
60
– – ﹤0.01% 918
2023
Q3 		$1K Hold
60
– – ﹤0.01% 700
2023
Q2 		$1K Sell
60
-1
-2% -$17 ﹤0.01% 631
2023
Q1 		$0 Buy
+61
New +$877 ﹤0.01% 721

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

Avion Wealth's PHG Position: Q2 2026 in Review

Avion Wealth sold out of Philips (PHG) in Q2 2026, closing a stake of 59 shares — an estimated $1K sold.

Avion Wealth first reported a position in PHG in Q1 2023 and held it in 13 quarters. The position peaked at $2K in Q1 2024. 362 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Avion Wealth reported no remaining Philips position as of Q2 2026 after selling out during the quarter.
  • Avion Wealth sold 59 Philips shares in Q2 2026, an estimated $1K.
  • Avion Wealth first reported a position in Philips in Q1 2023 and held it in 13 quarters.
  • Avion Wealth's Philips position peaked at $2K in Q1 2024.
  • 362 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.