Cornerstone Planning Group
PHG icon

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
Q3 		– Sell
-52
Closed -$1.37K – 1257
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

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
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

Cornerstone Planning Group's PHG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Philips (PHG) in Q3 2026, closing a stake of 52 shares — an estimated $1.37K sold.

Cornerstone Planning Group first reported a position in PHG in Q4 2022 and held it in 14 quarters. The position peaked at $1.69K in Q1 2026. 71 funds tracked by Wall St. Rank hold PHG as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Philips position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 52 Philips shares in Q3 2026, an estimated $1.37K.
  • Cornerstone Planning Group first reported a position in Philips in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Philips position peaked at $1.69K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Philips as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.