EWA
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EverSource Wealth Advisors’s Philips PHG Stock Holding History

EverSource Wealth Advisors’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 		$176K Sell
6,468
-4,673
-42% -$124K 0.01% 1064
2026
Q1 		$294K Buy
11,141
+3,094
+38% +$87.5K 0.01% 855
2025
Q4 		$210K Buy
8,047
+414
+5% +$11K 0.01% 922
2025
Q3 		$201K Buy
7,633
+240
+3% +$6.16K 0.01% 907
2025
Q2 		$171K Sell
7,393
-595
-7% -$13.3K 0.01% 929
2025
Q1 		$188K Buy
7,988
+1,057
+15% +$25.9K 0.01% 687
2024
Q4 		$162K Sell
6,931
-269
-4% -$6.95K 0.01% 733
2024
Q3 		$218K Sell
7,200
-1,539
-18% -$40.9K 0.01% 531
2024
Q2 		$228K Buy
8,739
+316
+4% +$7.1K 0.02% 517
2024
Q1 		$200K Buy
8,423
+1,003
+14% +$19.2K 0.02% 489
2023
Q4 		$155K Sell
7,420
-465
-6% -$8.45K 0.01% 501
2023
Q3 		$141K Hold
7,885
– – 0.01% 477
2023
Q2 		$153K Sell
7,885
-74
-0.9% -$1.29K 0.02% 457
2023
Q1 		$125K Buy
7,959
+753
+10% +$10.8K 0.02% 473
2022
Q4 		$92.5K Sell
7,206
-3,626
-33% -$43.7K 0.01% 534
2022
Q3 		$143K Buy
10,832
+3,053
+39% +$49.6K 0.03% 352
2022
Q2 		$144K Buy
7,779
+4,619
+146% +$99.6K 0.04% 305
2022
Q1 		$80K Buy
3,160
+35
+1% +$956 0.02% 381
2021
Q4 		$95K Buy
+3,125
New +$106K 0.03% 313

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 22.9% 1-Year Est. Return

EverSource Wealth Advisors's PHG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Philips (PHG) stake by 42% in Q2 2026, selling an estimated $124K and leaving 6,468 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #1064.

EverSource Wealth Advisors first reported a position in PHG in Q4 2021 and has held it in 19 quarters since. The position peaked at $294K in Q1 2026. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • EverSource Wealth Advisors held 6,468 shares of Philips worth $176K as of Q2 2026.
  • EverSource Wealth Advisors sold 4,673 Philips shares in Q2 2026, an estimated $124K.
  • Philips made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1064 holding.
  • EverSource Wealth Advisors first reported a position in Philips in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Philips position peaked at $294K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.