BIA
PHG icon

Bell Investment Advisors’s Philips PHG Stock Holding History

Bell Investment 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 		$2.5K Sell
92
-223
-71% -$5.91K ﹤0.01% 1261
2026
Q1 		$8.33K Buy
315
+258
+453% +$7.3K ﹤0.01% 757
2025
Q4 		$1.49K Hold
57
– – ﹤0.01% 1439
2025
Q3 		$1.5K Sell
57
-35
-38% -$898 ﹤0.01% 1435
2025
Q2 		$2.13K Sell
92
-26
-22% -$583 ﹤0.01% 1345
2025
Q1 		$2.77K Hold
118
– – ﹤0.01% 1181
2024
Q4 		$2.76K Sell
118
-40
-25% -$1.03K ﹤0.01% 1206
2024
Q3 		$4.78K Buy
158
+21
+15% +$558 ﹤0.01% 947
2024
Q2 		$3.2K Buy
137
+38
+38% +$854 ﹤0.01% 1137
2024
Q1 		$1.78K Hold
99
– – ﹤0.01% 1409
2023
Q4 		$2.08K Buy
99
+59
+148% +$1.07K ﹤0.01% 1312
2023
Q3 		$718 Hold
40
– – ﹤0.01% 1666
2023
Q2 		$781 Sell
40
-1
-2% -$17 ﹤0.01% 1659
2023
Q1 		$643 Hold
41
– – ﹤0.01% 1707
2022
Q4 		$525 Sell
41
-128
-76% -$1.54K ﹤0.01% 1799
2022
Q3 		$2K Buy
169
+55
+48% +$893 ﹤0.01% 1184
2022
Q2 		$2K Buy
+114
New +$2.46K ﹤0.01% 1208
2021
Q4 		$5K Buy
166
+17
+11% +$578 ﹤0.01% 788
2021
Q3 		$5K Buy
+149
New +$5.66K ﹤0.01% 732

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 22.9% 1-Year Est. Return

Bell Investment Advisors's PHG Position: Q2 2026 in Review

Bell Investment Advisors reduced its Philips (PHG) stake by 71% in Q2 2026, selling an estimated $5.91K and leaving 92 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Bell Investment Advisors first reported a position in PHG in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.33K in Q1 2026. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Bell Investment Advisors held 92 shares of Philips worth $2.5K as of Q2 2026.
  • Bell Investment Advisors sold 223 Philips shares in Q2 2026, an estimated $5.91K.
  • Philips made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1261 holding.
  • Bell Investment Advisors first reported a position in Philips in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Philips position peaked at $8.33K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.