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Beacon Pointe Advisors’s Philips PHG Stock Holding History

Beacon Pointe 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 		$303K Sell
11,162
-7,693
-41% -$204K ﹤0.01% 1599
2026
Q1 		$498K Buy
+18,855
New +$533K ﹤0.01% 1301
2024
Q4 		– Sell
-9,461
Closed -$286K – 1263
2024
Q3 		$286K Sell
9,461
-1,258
-12% -$33.4K ﹤0.01% 1040
2024
Q2 		$250K Sell
10,719
-1,534
-13% -$34.5K ﹤0.01% 1112
2024
Q1 		$219K Buy
12,253
+710
+6% +$13.6K ﹤0.01% 1228
2023
Q4 		$241K Buy
+11,543
New +$210K ﹤0.01% 1146
2022
Q2 		– Sell
-11,616
Closed -$293K – 1185
2022
Q1 		$293K Buy
11,616
+4,240
+57% +$116K ﹤0.01% 988
2021
Q4 		$225K Buy
+7,376
New +$251K 0.01% 837

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

Beacon Pointe Advisors's PHG Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Philips (PHG) stake by 41% in Q2 2026, selling an estimated $204K and leaving 11,162 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Beacon Pointe Advisors first reported a position in PHG in Q4 2021 and has held it in 8 quarters since. The position peaked at $498K in Q1 2026. 362 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Beacon Pointe Advisors held 11,162 shares of Philips worth $303K as of Q2 2026.
  • Beacon Pointe Advisors sold 7,693 Philips shares in Q2 2026, an estimated $204K.
  • Philips made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1599 holding.
  • Beacon Pointe Advisors first reported a position in Philips in Q4 2021 and has held it in 8 quarters since.
  • Beacon Pointe Advisors's Philips position peaked at $498K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.