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 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 $6.69B AUM

FMI

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

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

CCM

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

BIP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BetterWealth's PHG Position: Q1 2026 in Review

BetterWealth held its Philips (PHG) position steady in Q1 2026 at 8,040 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #82.

BetterWealth first reported a position in PHG in Q4 2021 and has held it in 8 quarters since. The position peaked at $306K in Q4 2021. 341 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

BetterWealth held 8,040 shares of Philips worth $212K as of Q1 2026.
BetterWealth left its Philips share count unchanged in Q1 2026.
Philips made up 0.04% of BetterWealth's portfolio in Q1 2026, its #82 holding.
BetterWealth first reported a position in Philips in Q4 2021 and has held it in 8 quarters since.
BetterWealth's Philips position peaked at $306K in Q4 2021.
341 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.