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Beverly Hills Private Wealth’s Philips PHG Stock Holding History

Beverly Hills Private Wealth’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 		$3.02M Buy
111,183
+8,538
+8% +$226K 0.58% 53
2026
Q1 		$2.71M Buy
102,645
+9,657
+10% +$273K 0.45% 63
2025
Q4 		$2.43M Buy
92,988
+3,136
+3% +$83.6K 0.42% 67
2025
Q3 		$2.36M Buy
89,852
+3,007
+3% +$77.2K 0.42% 71
2025
Q2 		$2.01M Buy
86,845
+1,270
+1% +$28.5K 0.38% 73
2025
Q1 		$2.01M Buy
85,575
+7,162
+9% +$175K 0.4% 70
2024
Q4 		$1.84M Buy
78,413
+6,002
+8% +$155K 0.37% 77
2024
Q3 		$2.19M Buy
72,411
+24,825
+52% +$660K 0.44% 63
2024
Q2 		$1.11M Buy
47,586
+17,326
+57% +$389K 0.24% 104
2024
Q1 		$541K Buy
30,260
+19,228
+174% +$368K 0.13% 177
2023
Q4 		$230K Buy
+11,032
New +$201K 0.06% 301

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 22.96% 1-Year Est. Return

Beverly Hills Private Wealth's PHG Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Philips (PHG) stake by 8.3% in Q2 2026, buying an estimated $226K and bringing the position to 111,183 shares worth $3.02M. The position accounts for 0.58% of the portfolio, ranked #53.

Beverly Hills Private Wealth first reported a position in PHG in Q4 2023 and has held it in 11 quarters since. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Beverly Hills Private Wealth held 111,183 shares of Philips worth $3.02M as of Q2 2026.
  • Beverly Hills Private Wealth bought 8,538 Philips shares in Q2 2026, an estimated $226K.
  • Philips made up 0.58% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #53 holding.
  • Beverly Hills Private Wealth first reported a position in Philips in Q4 2023 and has held it in 11 quarters since.
  • 363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.