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Bruce G. Allen Investments’s Philips PHG Stock Holding History

Bruce G. Allen Investments’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 		$22.6K Sell
832
-29
-3% -$768 0.01% 392
2026
Q1 		$22.7K Hold
861
– – 0.01% 384
2025
Q4 		$22.5K Hold
861
– – 0.02% 385
2025
Q3 		$22.6K Buy
861
+17
+2% +$436 0.02% 384
2025
Q2 		$19.5K Sell
844
-238
-22% -$5.33K 0.01% 400
2025
Q1 		$25.4K Sell
1,082
-2,164
-67% -$53K 0.02% 355
2024
Q4 		$76K Hold
3,246
– – 0.06% 186
2024
Q3 		$98.3K Sell
3,246
-3,878
-54% -$103K 0.08% 156
2024
Q2 		$166K Buy
7,124
+183
+3% +$4.11K 0.14% 89
2024
Q1 		$124K Buy
6,941
+229
+3% +$4.39K 0.1% 131
2023
Q4 		$140K Buy
+6,712
New +$122K 0.13% 104

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 22.9% 1-Year Est. Return

Bruce G. Allen Investments's PHG Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Philips (PHG) stake by 3.4% in Q2 2026, selling an estimated $768 and leaving 832 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #392.

Bruce G. Allen Investments first reported a position in PHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $166K in Q2 2024. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Bruce G. Allen Investments held 832 shares of Philips worth $22.6K as of Q2 2026.
  • Bruce G. Allen Investments sold 29 Philips shares in Q2 2026, an estimated $768.
  • Philips made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #392 holding.
  • Bruce G. Allen Investments first reported a position in Philips in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Philips position peaked at $166K in Q2 2024.
  • 363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.