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GeoWealth Management’s Philips PHG Stock Holding History

GeoWealth Management’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 		$1.53M Buy
56,349
+6,795
+14% +$180K 0.05% 227
2026
Q1 		$1.31M Buy
49,554
+12,760
+35% +$361K 0.05% 228
2025
Q4 		$961K Buy
36,794
+8,422
+30% +$225K 0.04% 283
2025
Q3 		$746K Sell
28,372
-35
-0.1% -$898 0.03% 365
2025
Q2 		$657K Buy
28,407
+5,985
+27% +$134K 0.03% 347
2025
Q1 		$527K Buy
22,422
+1,607
+8% +$39.3K 0.02% 410
2024
Q4 		$488K Buy
20,815
+892
+4% +$23K 0.02% 472
2024
Q3 		$603K Sell
19,923
-807
-4% -$21.4K 0.02% 428
2024
Q2 		$483K Sell
20,730
-3,988
-16% -$89.6K 0.02% 437
2024
Q1 		$442K Buy
24,718
+7,311
+42% +$140K 0.02% 475
2023
Q4 		$363K Buy
+17,407
New +$316K 0.03% 382

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

GeoWealth Management's PHG Position: Q2 2026 in Review

GeoWealth Management increased its Philips (PHG) stake by 14% in Q2 2026, buying an estimated $180K and bringing the position to 56,349 shares worth $1.53M. The position accounts for 0.05% of the portfolio, ranked #227.

GeoWealth Management first reported a position in PHG in Q4 2023 and has held it in 11 quarters since. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • GeoWealth Management held 56,349 shares of Philips worth $1.53M as of Q2 2026.
  • GeoWealth Management bought 6,795 Philips shares in Q2 2026, an estimated $180K.
  • Philips made up 0.05% of GeoWealth Management's portfolio in Q2 2026, its #227 holding.
  • GeoWealth Management first reported a position in Philips in Q4 2023 and has held it in 11 quarters since.
  • 363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.