Creative Planning’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.42M | Buy |
91,603
+21,766
| +31% | +$616K | ﹤0.01% | 1753 |
|
|
2025
Q4 | $1.82M | Buy |
69,837
+7,863
| +13% | +$210K | ﹤0.01% | 1794 |
|
|
2025
Q3 | $1.63M | Buy |
61,974
+2,489
| +4% | +$63.9K | ﹤0.01% | 1709 |
|
|
2025
Q2 | $1.38M | Sell |
59,485
-6,794
| -10% | -$152K | ﹤0.01% | 1604 |
|
|
2025
Q1 | $1.56M | Sell |
66,279
-1,188
| -2% | -$29.1K | ﹤0.01% | 1375 |
|
|
2024
Q4 | $1.58M | Sell |
67,467
-23,622
| -26% | -$610K | ﹤0.01% | 1295 |
|
|
2024
Q3 | $2.76M | Buy |
91,089
+25,693
| +39% | +$683K | ﹤0.01% | 904 |
|
|
2024
Q2 | $1.52M | Buy |
65,396
+15,984
| +32% | +$359K | ﹤0.01% | 1138 |
|
|
2024
Q1 | $884K | Buy |
49,412
+1,084
| +2% | +$20.8K | ﹤0.01% | 1409 |
|
|
2023
Q4 | $1.01M | Sell |
48,328
-8,850
| -15% | -$161K | ﹤0.01% | 1226 |
|
|
2023
Q3 | $1.02M | Buy |
57,178
+7,716
| +16% | +$148K | ﹤0.01% | 1150 |
|
|
2023
Q2 | $960K | Buy |
49,462
+10,280
| +26% | +$180K | ﹤0.01% | 1148 |
|
|
2023
Q1 | $616K | Buy |
39,182
+12,650
| +48% | +$182K | ﹤0.01% | 1342 |
|
|
2022
Q4 | $341K | Sell |
26,532
-6,121
| -19% | -$73.8K | ﹤0.01% | 1644 |
|
|
2022
Q3 | $430K | Buy |
32,653
+14,588
| +81% | +$237K | ﹤0.01% | 1426 |
|
|
2022
Q2 | $333K | Buy |
18,065
+407
| +2% | +$8.77K | ﹤0.01% | 1543 |
|
|
2022
Q1 | $445K | Buy |
17,658
+2,824
| +19% | +$77.1K | ﹤0.01% | 1387 |
|
|
2021
Q4 | $452K | Sell |
14,834
-6,467
| -30% | -$220K | ﹤0.01% | 1377 |
|
|
2021
Q3 | $782K | Buy |
21,301
+1,723
| +9% | +$65.5K | ﹤0.01% | 1067 |
|
|
2021
Q2 | $804K | Sell |
19,578
-3,353
| -15% | -$155K | ﹤0.01% | 1030 |
|
|
2021
Q1 | $1.06M | Sell |
22,931
-596
| -3% | -$27.1K | ﹤0.01% | 992 |
|
|
2020
Q4 | $1.03M | Buy |
23,527
+12,294
| +109% | +$508K | ﹤0.01% | 934 |
|
|
2020
Q3 | $430K | Buy |
11,233
+1,870
| +20% | +$75.1K | ﹤0.01% | 1209 |
|
|
2020
Q2 | $356K | Buy |
9,363
+309
| +3% | +$10.8K | ﹤0.01% | 1211 |
|
|
2020
Q1 | $289K | Buy |
9,054
+1,002
| +12% | +$35.4K | ﹤0.01% | 1193 |
|
|
2019
Q4 | $312K | Sell |
8,052
-177
| -2% | -$6.4K | ﹤0.01% | 1383 |
|
|
2019
Q3 | $302K | Buy |
8,229
+602
| +8% | +$22.1K | ﹤0.01% | 1359 |
|
|
2019
Q2 | $264K | Buy |
7,627
+843
| +12% | +$27.1K | ﹤0.01% | 1452 |
|
|
2019
Q1 | $215K | Sell |
6,784
-1,251
| -16% | -$37.3K | ﹤0.01% | 1539 |
|
|
2018
Q4 | $219K | Buy |
8,035
+590
| +8% | +$17.4K | ﹤0.01% | 1431 |
|
|
2018
Q3 | $263K | Buy |
7,445
+200
| +3% | +$6.84K | ﹤0.01% | 1488 |
|
|
2018
Q2 | $238K | Sell |
7,245
-351
| -5% | -$11.2K | ﹤0.01% | 1519 |
|
|
2018
Q1 | $221K | Buy |
7,596
+487
| +7% | +$14.5K | ﹤0.01% | 1542 |
|
|
2017
Q4 | $204K | Buy |
+7,109
| New | +$214K | ﹤0.01% | 1595 |
|
|
2017
Q3 | – | Sell |
-4,679
| Closed | -$127K | – | 3195 |
|
|
2017
Q2 | $127K | Sell |
4,679
-1,486
| -24% | -$38.9K | ﹤0.01% | 1813 |
|
|
2017
Q1 | $147K | Sell |
6,165
-846
| -12% | -$19K | ﹤0.01% | 1695 |
|
|
2016
Q4 | $159K | Buy |
7,011
+1,205
| +21% | +$26.3K | ﹤0.01% | 1541 |
|
|
2016
Q3 | $127K | Sell |
5,806
-227
| -4% | -$4.65K | ﹤0.01% | 1679 |
|
|
2016
Q2 | $111K | Sell |
6,033
-956
| -14% | -$18.5K | ﹤0.01% | 1614 |
|
|
2016
Q1 | $143K | Sell |
6,989
-3,751
| -35% | -$69.3K | ﹤0.01% | 1409 |
|
|
2015
Q4 | $196K | Sell |
10,740
-873
| -8% | -$16.3K | ﹤0.01% | 1208 |
|
|
2015
Q3 | $195K | Buy |
+11,613
| New | +$216K | ﹤0.01% | 1211 |
|
|
2015
Q2 | – | Sell |
-13,320
| Closed | -$262K | – | 2467 |
|
|
2015
Q1 | $262K | Buy |
13,320
+1,567
| +13% | +$31.2K | ﹤0.01% | 1062 |
|
|
2014
Q4 | $236K | Buy |
11,753
+3,104
| +36% | +$61.9K | ﹤0.01% | 1038 |
|
|
2014
Q3 | $190K | Buy |
8,649
+2,037
| +31% | +$43.7K | ﹤0.01% | 1086 |
|
|
2014
Q2 | $146K | Sell |
6,612
-6,878
| -51% | -$155K | ﹤0.01% | 1209 |
|
|
2014
Q1 | $329K | Buy |
13,490
+9,453
| +234% | +$232K | 0.01% | 782 |
|
|
2013
Q4 | $103K | Sell |
4,037
-1,930
| -32% | -$46.5K | ﹤0.01% | 1185 |
|
|
2013
Q3 | $133K | Buy |
5,967
+1,455
| +32% | +$31.8K | ﹤0.01% | 952 |
|
|
2013
Q2 | $85K | Buy |
+4,512
| New | +$89K | ﹤0.01% | 1078 |
|
Other funds holding PHG
MIP
FMI
CCM
BIP
Creative Planning's PHG Position: Q1 2026 in Review
Creative Planning increased its Philips (PHG) stake by 31% in Q1 2026, buying an estimated $616K and bringing the position to 91,603 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1753.
Creative Planning first reported a position in PHG in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.76M in Q3 2024. 341 funds tracked by Wall St. Rank hold PHG as of Q1 2026.
- Creative Planning held 91,603 shares of Philips worth $2.42M as of Q1 2026.
- Creative Planning bought 21,766 Philips shares in Q1 2026, an estimated $616K.
- Philips made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1753 holding.
- Creative Planning first reported a position in Philips in Q2 2013 and has held it in 50 quarters since.
- Creative Planning's Philips position peaked at $2.76M in Q3 2024.
- 341 funds tracked by Wall St. Rank held Philips as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.