BetterWealth’s Philips PHG Stock Holding History

BetterWealth’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	$219K	Sell	8,039 -1	-0%	-$26	0.04%	85
2026 Q1	$212K	Hold	8,040	–	–	0.04%	82
2025 Q4	$210K	Hold	8,040	–	–	0.05%	67
2025 Q3	$211K	Buy	+8,040	New	+$206K	0.05%	66
2024 Q4	–	Sell	-10,056	Closed	-$304K	–	72
2024 Q3	$304K	Hold	10,056	–	–	0.09%	47
2024 Q2	$234K	Buy	+10,056	New	+$226K	0.07%	55
2024 Q1	–	Sell	-10,056	Closed	-$210K	–	67
2023 Q4	$210K	Buy	+10,056	New	+$183K	0.07%	58
2022 Q2	–	Sell	-10,057	Closed	-$254K	–	43
2022 Q1	$254K	Hold	10,057	–	–	0.34%	25
2021 Q4	$306K	Buy	+10,057	New	+$342K	0.21%	28

Other funds holding PHG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BetterWealth's PHG Position: Q2 2026 in Review

BetterWealth reduced its Philips (PHG) stake by 0.01% in Q2 2026, selling an estimated $26 and leaving 8,039 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #85.

BetterWealth first reported a position in PHG in Q4 2021 and has held it in 9 quarters since. The position peaked at $306K in Q4 2021. 364 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

BetterWealth held 8,039 shares of Philips worth $219K as of Q2 2026.
BetterWealth sold 1 Philips share in Q2 2026, an estimated $26.
Philips made up 0.04% of BetterWealth's portfolio in Q2 2026, its #85 holding.
BetterWealth first reported a position in Philips in Q4 2021 and has held it in 9 quarters since.
BetterWealth's Philips position peaked at $306K in Q4 2021.
364 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.