DWM
PHG icon

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
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 $6.69B AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Dynasty Wealth Management's PHG Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Philips (PHG) stake by 8.5% in Q1 2026, selling an estimated $29.7K and leaving 11,300 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Dynasty Wealth Management first reported a position in PHG in Q3 2025 and has held it in 3 quarters since. The position peaked at $323K in Q4 2025. 341 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • Dynasty Wealth Management held 11,300 shares of Philips worth $299K as of Q1 2026.
  • Dynasty Wealth Management sold 1,051 Philips shares in Q1 2026, an estimated $29.7K.
  • Philips made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #291 holding.
  • Dynasty Wealth Management first reported a position in Philips in Q3 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's Philips position peaked at $323K in Q4 2025.
  • 341 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.