FG
PHG icon

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
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

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BMC
Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Foster Group's PHG Position: Q2 2026 in Review

Foster Group reduced its Philips (PHG) stake by 1.7% in Q2 2026, selling an estimated $4.45K and leaving 9,597 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #266.

Foster Group first reported a position in PHG in Q2 2024 and has held it in 9 quarters since. The position peaked at $290K in Q3 2024. 41 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Foster Group held 9,597 shares of Philips worth $261K as of Q2 2026.
  • Foster Group sold 168 Philips shares in Q2 2026, an estimated $4.45K.
  • Philips made up 0.01% of Foster Group's portfolio in Q2 2026, its #266 holding.
  • Foster Group first reported a position in Philips in Q2 2024 and has held it in 9 quarters since.
  • Foster Group's Philips position peaked at $290K in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.