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Clearstead Advisors’s Philips PHG Stock Holding History

Clearstead Advisors’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 		$63.1K Buy
2,320
+1,782
+331% +$47.2K ﹤0.01% 1424
2026
Q1 		$14.2K Hold
538
– – ﹤0.01% 1518
2025
Q4 		$14.1K Hold
538
– – ﹤0.01% 1808
2025
Q3 		$14.1K Hold
538
– – ﹤0.01% 1793
2025
Q2 		$12.4K Sell
538
-23
-4% -$515 ﹤0.01% 1812
2025
Q1 		$13.2K Sell
561
-45
-7% -$1.1K ﹤0.01% 1538
2024
Q4 		$14.2K Buy
606
+68
+13% +$1.76K ﹤0.01% 1484
2024
Q3 		$16.3K Hold
538
– – ﹤0.01% 1480
2024
Q2 		$12.6K Sell
538
-1
-0.2% -$22 ﹤0.01% 1497
2024
Q1 		$13K Hold
539
– – ﹤0.01% 1016
2023
Q4 		$11.2K Hold
539
– – ﹤0.01% 1037
2023
Q3 		$9.61K Hold
539
– – ﹤0.01% 1004
2023
Q2 		$10.5K Sell
539
-1
-0.2% -$17 ﹤0.01% 983
2023
Q1 		$8.48K Hold
540
– – ﹤0.01% 969
2022
Q4 		$6.92K Hold
540
– – ﹤0.01% 948
2022
Q3 		$7K Hold
540
– – ﹤0.01% 939
2022
Q2 		$10K Sell
540
-19
-3% -$410 ﹤0.01% 926
2022
Q1 		$14K Hold
559
– – ﹤0.01% 931
2021
Q4 		$17K Buy
+559
New +$19K ﹤0.01% 852

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

Clearstead Advisors's PHG Position: Q2 2026 in Review

Clearstead Advisors increased its Philips (PHG) stake by 331% in Q2 2026, buying an estimated $47.2K and bringing the position to 2,320 shares worth $63.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Clearstead Advisors first reported a position in PHG in Q4 2021 and has held it in 19 quarters since. 362 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Clearstead Advisors held 2,320 shares of Philips worth $63.1K as of Q2 2026.
  • Clearstead Advisors bought 1,782 Philips shares in Q2 2026, an estimated $47.2K.
  • Philips made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1424 holding.
  • Clearstead Advisors first reported a position in Philips in Q4 2021 and has held it in 19 quarters since.
  • 362 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.