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 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

Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return