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Carolinas Wealth Consulting’s Philips PHG Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-142
Closed -$3.33K – 686
2025
Q1 		$3.33K Hold
142
– – ﹤0.01% 679
2024
Q4 		$3.32K Sell
142
-6
-4% -$155 ﹤0.01% 713
2024
Q3 		$4.48K Sell
148
-6
-4% -$159 ﹤0.01% 681
2024
Q2 		$3.58K Sell
154
-72
-32% -$1.62K ﹤0.01% 702
2024
Q1 		$4.04K Buy
226
+30
+15% +$575 ﹤0.01% 677
2023
Q4 		$4.08K Buy
196
+7
+4% +$127 ﹤0.01% 648
2023
Q3 		$3.2K Sell
189
-11
-6% -$211 ﹤0.01% 675
2023
Q2 		$3.88K Buy
200
+7
+4% +$122 ﹤0.01% 719
2023
Q1 		$3.03K Buy
193
+35
+22% +$503 ﹤0.01% 764
2022
Q4 		$2.02K Buy
+158
New +$1.91K ﹤0.01% 806
2021
Q1 		– Sell
-5
Closed – – 983
2020
Q4 		$0 Sell
5
-79
-94% -$3.26K ﹤0.01% 992
2020
Q3 		$3K Hold
84
– – ﹤0.01% 648
2020
Q2 		$3K Buy
+84
New +$2.92K ﹤0.01% 458

Other funds holding PHG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Carolinas Wealth Consulting's PHG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Philips (PHG) in Q2 2025, closing a stake of 142 shares — an estimated $3.33K sold.

Carolinas Wealth Consulting first reported a position in PHG in Q2 2020 and held it in 13 quarters. The position peaked at $4.48K in Q3 2024. 294 funds tracked by Wall St. Rank hold PHG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Philips position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 142 Philips shares in Q2 2025, an estimated $3.33K.
  • Carolinas Wealth Consulting first reported a position in Philips in Q2 2020 and held it in 13 quarters.
  • Carolinas Wealth Consulting's Philips position peaked at $4.48K in Q3 2024.
  • 294 funds tracked by Wall St. Rank held Philips as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.