Facet Wealth Inc’s Philips PHG Stock Holding History

Facet Wealth Inc’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	$250K	Sell	9,189 -197	-2%	-$5.22K	﹤0.01%	343
2026 Q1	$248K	Sell	9,386 -3	-0%	-$85	﹤0.01%	293
2025 Q4	$263K	Sell	9,389 -32	-0.3%	-$854	﹤0.01%	237
2025 Q3	$248K	Hold	9,421	–	–	0.01%	190
2025 Q2	$238K	Sell	9,421 -398	-4%	-$8.92K	0.01%	162
2025 Q1	$233K	Buy	9,819 +40	+0.4%	+$979	0.01%	124
2024 Q4	$247K	Sell	9,779 -15	-0.2%	-$388	0.01%	120
2024 Q3	$240K	Sell	9,794 -1,510	-13%	-$40.1K	0.01%	126
2024 Q2	$297K	Sell	11,304 -2	-0%	-$45	0.01%	106
2024 Q1	$272K	Hold	11,306	–	–	0.01%	98
2023 Q4	$214K	Sell	11,306 -41	-0.4%	-$745	0.01%	107
2023 Q3	$192K	Hold	11,347	–	–	0.01%	94
2023 Q2	$206K	Buy	+11,347	New	+$198K	0.01%	90

Other funds holding PHG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Facet Wealth Inc's PHG Position: Q2 2026 in Review

Facet Wealth Inc reduced its Philips (PHG) stake by 2.1% in Q2 2026, selling an estimated $5.22K and leaving 9,189 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Facet Wealth Inc first reported a position in PHG in Q2 2023 and has held it in 13 quarters since. The position peaked at $297K in Q2 2024. 252 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

Facet Wealth Inc held 9,189 shares of Philips worth $250K as of Q2 2026.
Facet Wealth Inc sold 197 Philips shares in Q2 2026, an estimated $5.22K.
Philips made up ﹤0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #343 holding.
Facet Wealth Inc first reported a position in Philips in Q2 2023 and has held it in 13 quarters since.
Facet Wealth Inc's Philips position peaked at $297K in Q2 2024.
252 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.