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Boomfish Wealth Group’s Philips PHG Stock Holding History

Boomfish Wealth Group’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
2025
Q4 		– Sell
-19,081
Closed -$502K – 89
2025
Q3 		$502K Hold
19,081
– – 0.27% 70
2025
Q2 		$441K Buy
+19,081
New +$428K 0.25% 69

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Boomfish Wealth Group's PHG Position: Q4 2025 in Review

Boomfish Wealth Group sold out of Philips (PHG) in Q4 2025, closing a stake of 19,081 shares — an estimated $502K sold.

Boomfish Wealth Group first reported a position in PHG in Q2 2025 and held it in 2 quarters. The position peaked at $502K in Q3 2025. 332 funds tracked by Wall St. Rank hold PHG as of Q4 2025.

  • Boomfish Wealth Group reported no remaining Philips position as of Q4 2025 after selling out during the quarter.
  • Boomfish Wealth Group sold 19,081 Philips shares in Q4 2025, an estimated $502K.
  • Boomfish Wealth Group first reported a position in Philips in Q2 2025 and held it in 2 quarters.
  • Boomfish Wealth Group's Philips position peaked at $502K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held Philips as of Q4 2025.

Based on Boomfish Wealth Group's 13F filing for Q4 2025, filed 21 Jan 2026.