EWM
PHG icon

Empirical Wealth Management’s Philips PHG Stock Holding History

Empirical 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 		$371K Buy
13,655
+44
+0.3% +$1.17K 0.01% 801
2026
Q1 		$360K Buy
13,611
+919
+7% +$26K 0.01% 722
2025
Q4 		$331K Buy
+12,692
New +$339K 0.01% 663

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
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
IMA
Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
IPW
Inlet Private Wealth Jupiter, Florida $411M AUM 37.25% 1-Year Est. Return

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

Empirical Wealth Management increased its Philips (PHG) stake by 0.32% in Q2 2026, buying an estimated $1.17K and bringing the position to 13,655 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #801.

Empirical Wealth Management first reported a position in PHG in Q4 2025 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Empirical Wealth Management held 13,655 shares of Philips worth $371K as of Q2 2026.
  • Empirical Wealth Management bought 44 Philips shares in Q2 2026, an estimated $1.17K.
  • Philips made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #801 holding.
  • Empirical Wealth Management first reported a position in Philips in Q4 2025 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.