Foster Group’s Philips PHG Stock Holding History

Foster Group’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 Q3	$238K	Buy	9,723 +126	+1%	+$3.31K	0.01%	279
2026 Q2	$261K	Sell	9,597 -168	-2%	-$4.45K	0.01%	266
2026 Q1	$258K	Buy	9,765 +165	+2%	+$4.67K	0.01%	232
2025 Q4	$251K	Buy	9,600 +74	+0.8%	+$1.97K	0.01%	241
2025 Q3	$250K	Hold	9,526	–	–	0.01%	228
2025 Q2	$220K	Sell	9,526 -60	-0.6%	-$1.34K	0.01%	232
2025 Q1	$225K	Hold	9,586	–	–	0.01%	199
2024 Q4	$225K	Sell	9,586 -6	-0.1%	-$155	0.01%	180
2024 Q3	$290K	Buy	9,592 +36	+0.4%	+$957	0.01%	161
2024 Q2	$223K	Buy	+9,556	New	+$215K	0.01%	187

Other funds holding PHG

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MPPW

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Harrington Investments Napa, California $209M AUM 29.65% 1-Year Est. Return

Foster Group's PHG Position: Q3 2026 in Review

Foster Group increased its Philips (PHG) stake by 1.3% in Q3 2026, buying an estimated $3.31K and bringing the position to 9,723 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #279.

Foster Group first reported a position in PHG in Q2 2024 and has held it in 10 quarters since. The position peaked at $290K in Q3 2024. 38 funds tracked by Wall St. Rank hold PHG as of Q3 2026.

Foster Group held 9,723 shares of Philips worth $238K as of Q3 2026.
Foster Group bought 126 Philips shares in Q3 2026, an estimated $3.31K.
Philips made up 0.01% of Foster Group's portfolio in Q3 2026, its #279 holding.
Foster Group first reported a position in Philips in Q2 2024 and has held it in 10 quarters since.
Foster Group's Philips position peaked at $290K in Q3 2024.
38 funds tracked by Wall St. Rank held Philips as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.