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 Q3	–	Sell	-8,039	Closed	-$219K	–	89
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

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MPPW

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

BetterWealth's PHG Position: Q3 2026 in Review

BetterWealth sold out of Philips (PHG) in Q3 2026, closing a stake of 8,039 shares — an estimated $219K sold.

BetterWealth first reported a position in PHG in Q4 2021 and held it in 9 quarters. The position peaked at $306K in Q4 2021. 49 funds tracked by Wall St. Rank hold PHG as of Q3 2026.

BetterWealth reported no remaining Philips position as of Q3 2026 after selling out during the quarter.
BetterWealth sold 8,039 Philips shares in Q3 2026, an estimated $219K.
BetterWealth first reported a position in Philips in Q4 2021 and held it in 9 quarters.
BetterWealth's Philips position peaked at $306K in Q4 2021.
49 funds tracked by Wall St. Rank held Philips as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.