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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
2026
Q2 		$54 Buy
+2
New +$53 ﹤0.01% 948
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

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

Financial Gravity Companies's PHG Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Philips (PHG) in Q2 2026: 2 shares worth $54. The stake represents ﹤0.01% of the portfolio and ranks #948 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PHG as recently as Q2 2025.

Financial Gravity Companies first reported a position in PHG in Q4 2017 and has held it in 7 quarters since. The position peaked at $41K in Q1 2018. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Financial Gravity Companies held 2 shares of Philips worth $54 as of Q2 2026.
  • Philips was a new Financial Gravity Companies position in Q2 2026.
  • Philips made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #948 holding.
  • Financial Gravity Companies first reported a position in Philips in Q4 2017 and has held it in 7 quarters since.
  • Financial Gravity Companies's Philips position peaked at $41K in Q1 2018.
  • 363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.