CoreCap Advisors
PHG icon

CoreCap Advisors’s Philips PHG Stock Holding History

CoreCap 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
Q3 		– Sell
-180
Closed -$4.89K – 3306
2026
Q2 		$4.89K Buy
180
+163
+959% +$4.32K ﹤0.01% 2291
2026
Q1 		$438 Hold
17
– – ﹤0.01% 2671
2025
Q4 		$433 Hold
17
– – ﹤0.01% 2724
2025
Q3 		$436 Hold
17
– – ﹤0.01% 2588
2025
Q2 		$384 Hold
17
– – ﹤0.01% 2546
2025
Q1 		$406 Hold
17
– – ﹤0.01% 2752
2024
Q4 		$405 Hold
17
– – ﹤0.01% 2582
2024
Q3 		$524 Buy
+17
New +$452 ﹤0.01% 2362
2022
Q4 		$6.42K Buy
+500
New +$6.03K ﹤0.01% 1677

Other funds holding PHG

Inlet Private Wealth
Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Bank of New Hampshire
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Benin Management Corp
Benin Management Corp Wilton, Connecticut $517M AUM 21.33% 1-Year Est. Return
Diversified Management
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mitchell & Pahl Private Wealth
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

CoreCap Advisors's PHG Position: Q3 2026 in Review

CoreCap Advisors sold out of Philips (PHG) in Q3 2026, closing a stake of 180 shares — an estimated $4.89K sold.

CoreCap Advisors first reported a position in PHG in Q4 2022 and held it in 9 quarters. The position peaked at $6.42K in Q4 2022. 63 funds tracked by Wall St. Rank hold PHG as of Q3 2026.

  • CoreCap Advisors reported no remaining Philips position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 180 Philips shares in Q3 2026, an estimated $4.89K.
  • CoreCap Advisors first reported a position in Philips in Q4 2022 and held it in 9 quarters.
  • CoreCap Advisors's Philips position peaked at $6.42K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held Philips as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.