Financial Gravity Asset Management’s Philips PHG Stock Holding History

Financial Gravity Asset 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 Q1	$55	Hold	2	–	–	﹤0.01%	882
2025 Q4	$54	Hold	2	–	–	﹤0.01%	695
2025 Q3	$55	Buy	+2	New	+$51	﹤0.01%	901
2025 Q1	$51	Buy	+2	New	+$49	﹤0.01%	997
2024 Q2	$50	Hold	2	–	–	﹤0.01%	1221
2024 Q1	$47	Sell	2 -1	-33%	-$19	﹤0.01%	1054
2023 Q4	$61	Buy	+3	New	+$55	﹤0.01%	1117
2021 Q3	$44K	Hold	1	–	–	0.02%	612
2021 Q2	$50K	Buy	+1	New	+$46	0.02%	569
2020 Q4	$2K	Buy	+43	New	+$1.77K	﹤0.01%	336
2019 Q4	$74K	Sell	130 -70	-35%	-$2.53K	0.05%	455
2019 Q3	$7K	Sell	200 -179	-47%	-$6.59K	0.01%	658
2019 Q2	$13K	Sell	379 -327	-46%	-$10.5K	0.01%	544
2019 Q1	$22K	Buy	+706	New	+$21K	0.02%	430
2018 Q3	$35K	Sell	1,234 -114	-8%	-$3.9K	0.04%	402
2018 Q2	$45K	Buy	1,348 +103	+8%	+$3.29K	0.04%	355
2018 Q1	$41K	Buy	+1,245	New	+$37K	0.04%	361

Other funds holding PHG

MIP

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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

Financial Gravity Asset Management's PHG Position: Q1 2026 in Review

Financial Gravity Asset Management held its Philips (PHG) position steady in Q1 2026 at 2 shares worth $55. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Financial Gravity Asset Management first reported a position in PHG in Q1 2018 and has held it in 17 quarters since. The position peaked at $74K in Q4 2019. 342 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

Financial Gravity Asset Management held 2 shares of Philips worth $55 as of Q1 2026.
Financial Gravity Asset Management left its Philips share count unchanged in Q1 2026.
Philips made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #882 holding.
Financial Gravity Asset Management first reported a position in Philips in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's Philips position peaked at $74K in Q4 2019.
342 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.