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 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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

Dimensional Fund Advisors

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

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

Fidelity Investments

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

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management

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