Focus Partners Wealth
PHG icon

Focus Partners Wealth’s Philips PHG Stock Holding History

Focus Partners Wealth’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 		$1.76M Sell
64,911
-27,381
-30% -$725K ﹤0.01% 1404
2026
Q1 		$2.44M Buy
92,292
+4,544
+5% +$129K ﹤0.01% 1232
2025
Q4 		$2.29M Buy
87,748
+78,519
+851% +$2.09M ﹤0.01% 1265
2025
Q3 		$243K Buy
+9,229
New +$237K ﹤0.01% 1950

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 22.9% 1-Year Est. Return

Focus Partners Wealth's PHG Position: Q2 2026 in Review

Focus Partners Wealth reduced its Philips (PHG) stake by 30% in Q2 2026, selling an estimated $725K and leaving 64,911 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Focus Partners Wealth first reported a position in PHG in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.44M in Q1 2026. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Focus Partners Wealth held 64,911 shares of Philips worth $1.76M as of Q2 2026.
  • Focus Partners Wealth sold 27,381 Philips shares in Q2 2026, an estimated $725K.
  • Philips made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1404 holding.
  • Focus Partners Wealth first reported a position in Philips in Q3 2025 and has held it in 4 quarters since.
  • Focus Partners Wealth's Philips position peaked at $2.44M in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.