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Financial Gravity Companies’s Philips PHG Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$48 Buy
+2
New +$45 ﹤0.01% 929
2024
Q4 		$51 Hold
2
– – ﹤0.01% 921
2024
Q3 		$65 Buy
+2
New +$53 ﹤0.01% 632
2018
Q4 		$37K Buy
+1,224
New +$36.1K 0.03% 410
2018
Q1 		$41K Buy
1,245
+105
+9% +$3.12K 0.04% 361
2017
Q4 		$35K Buy
+1,140
New +$34.4K 0.04% 393

Other funds holding PHG

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Financial Gravity Companies's PHG Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Philips (PHG) in Q2 2025: 2 shares worth $48. The stake represents ﹤0.01% of the portfolio and ranks #929 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PHG as recently as Q4 2024.

Financial Gravity Companies first reported a position in PHG in Q4 2017 and has held it in 6 quarters since. The position peaked at $41K in Q1 2018. 293 funds tracked by Wall St. Rank hold PHG as of Q2 2025.

  • Financial Gravity Companies held 2 shares of Philips worth $48 as of Q2 2025.
  • Philips was a new Financial Gravity Companies position in Q2 2025.
  • Philips made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #929 holding.
  • Financial Gravity Companies first reported a position in Philips in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Philips position peaked at $41K in Q1 2018.
  • 293 funds tracked by Wall St. Rank held Philips as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.