EWP
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Elevation Wealth Partners’s Philips PHG Stock Holding History

Elevation Wealth Partners’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 		$196 Sell
8
-240
-97% -$6.31K ﹤0.01% 1329
2026
Q2 		$6.74K Buy
+248
New +$6.57K ﹤0.01% 937

Other funds holding PHG

BONH
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
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Elevation Wealth Partners's PHG Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Philips (PHG) stake by 97% in Q3 2026, selling an estimated $6.31K and leaving 8 shares worth $196. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Elevation Wealth Partners first reported a position in PHG in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.74K in Q2 2026. 16 funds tracked by Wall St. Rank hold PHG as of Q3 2026.

  • Elevation Wealth Partners held 8 shares of Philips worth $196 as of Q3 2026.
  • Elevation Wealth Partners sold 240 Philips shares in Q3 2026, an estimated $6.31K.
  • Philips made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1329 holding.
  • Elevation Wealth Partners first reported a position in Philips in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's Philips position peaked at $6.74K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Philips as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.