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Dynasty Wealth Management’s Philips PHG Stock Holding History

Dynasty Wealth Management’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 		$253K Sell
9,320
-1,980
-18% -$52.4K ﹤0.01% 335
2026
Q1 		$299K Sell
11,300
-1,051
-9% -$29.7K ﹤0.01% 291
2025
Q4 		$323K Buy
12,351
+3,765
+44% +$100K ﹤0.01% 282
2025
Q3 		$226K Buy
+8,586
New +$220K ﹤0.01% 297

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Dimensional Fund Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dynasty Wealth Management's PHG Position: Q2 2026 in Review

Dynasty Wealth Management reduced its Philips (PHG) stake by 18% in Q2 2026, selling an estimated $52.4K and leaving 9,320 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Dynasty Wealth Management first reported a position in PHG in Q3 2025 and has held it in 4 quarters since. The position peaked at $323K in Q4 2025. 364 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Dynasty Wealth Management held 9,320 shares of Philips worth $253K as of Q2 2026.
  • Dynasty Wealth Management sold 1,980 Philips shares in Q2 2026, an estimated $52.4K.
  • Philips made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #335 holding.
  • Dynasty Wealth Management first reported a position in Philips in Q3 2025 and has held it in 4 quarters since.
  • Dynasty Wealth Management's Philips position peaked at $323K in Q4 2025.
  • 364 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.