EWM
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Evolution Wealth Management’s Philips PHG Stock Holding History

Evolution 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 		$1.63K Hold
60
– – ﹤0.01% 846
2026
Q1 		$1.59K Hold
60
– – ﹤0.01% 760
2025
Q4 		$1.57K Buy
+60
New +$1.6K ﹤0.01% 660

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

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

Evolution Wealth Management held its Philips (PHG) position steady in Q2 2026 at 60 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Evolution Wealth Management first reported a position in PHG in Q4 2025 and has held it in 3 quarters since. 364 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Evolution Wealth Management held 60 shares of Philips worth $1.63K as of Q2 2026.
  • Evolution Wealth Management left its Philips share count unchanged in Q2 2026.
  • Philips made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #846 holding.
  • Evolution Wealth Management first reported a position in Philips in Q4 2025 and has held it in 3 quarters since.
  • 364 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.