Cornerstone Planning Group’s Philips PHG Stock Holding History

Cornerstone Planning Group’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	$1.37K	Sell	52 -14	-21%	-$371	﹤0.01%	1413
2026 Q1	$1.69K	Buy	66 +12	+22%	+$340	﹤0.01%	1332
2025 Q4	$1.51K	Hold	54	–	–	﹤0.01%	1252
2025 Q3	$1.42K	Hold	54	–	–	﹤0.01%	1231
2025 Q2	$1.37K	Buy	54 +40	+286%	+$896	﹤0.01%	1038
2025 Q1	$318	Sell	14 -25	-64%	-$612	﹤0.01%	1395
2024 Q4	$983	Buy	39 +18	+86%	+$465	﹤0.01%	957
2024 Q3	$510	Buy	21 +10	+91%	+$266	﹤0.01%	1082
2024 Q2	$281	Buy	11 +10	+1,000%	+$225	﹤0.01%	1153
2024 Q1	$27	Hold	1	–	–	﹤0.01%	1074
2023 Q4	$23	Hold	1	–	–	﹤0.01%	938
2023 Q3	$20	Sell	1 -37	-97%	-$710	﹤0.01%	1179
2023 Q2	$737	Buy	+38	New	+$665	﹤0.01%	1420
2022 Q4	$532	Buy	+39	New	+$470	﹤0.01%	1448

Other funds holding PHG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornerstone Planning Group's PHG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Philips (PHG) stake by 21% in Q2 2026, selling an estimated $371 and leaving 52 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Cornerstone Planning Group first reported a position in PHG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.69K in Q1 2026. 364 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

Cornerstone Planning Group held 52 shares of Philips worth $1.37K as of Q2 2026.
Cornerstone Planning Group sold 14 Philips shares in Q2 2026, an estimated $371.
Philips made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1413 holding.
Cornerstone Planning Group first reported a position in Philips in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Philips position peaked at $1.69K in Q1 2026.
364 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.