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Bogart Wealth LLC’s Philips PHG Stock Holding History

Bogart Wealth LLC’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 		$218 Buy
8
+6
+300% +$159 ﹤0.01% 1897
2026
Q1 		$55 Hold
2
– – ﹤0.01% 1765
2025
Q4 		$54 Sell
2
-72
-97% -$1.92K ﹤0.01% 1565
2025
Q3 		$1.94K Hold
74
– – ﹤0.01% 1163
2025
Q2 		$1.7K Sell
74
-1
-1% -$22 ﹤0.01% 1138
2025
Q1 		$1.75K Buy
+75
New +$1.83K ﹤0.01% 1097
2023
Q1 		– Sell
-46
Closed -$585 – 1180
2022
Q4 		$585 Buy
+46
New +$555 ﹤0.01% 904

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

Bogart Wealth LLC's PHG Position: Q2 2026 in Review

Bogart Wealth LLC increased its Philips (PHG) stake by 300% in Q2 2026, buying an estimated $159 and bringing the position to 8 shares worth $218. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

Bogart Wealth LLC first reported a position in PHG in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.94K in Q3 2025. 362 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Bogart Wealth LLC held 8 shares of Philips worth $218 as of Q2 2026.
  • Bogart Wealth LLC bought 6 Philips shares in Q2 2026, an estimated $159.
  • Philips made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1897 holding.
  • Bogart Wealth LLC first reported a position in Philips in Q4 2022 and has held it in 7 quarters since.
  • Bogart Wealth LLC's Philips position peaked at $1.94K in Q3 2025.
  • 362 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.