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Godfrey Financial Associates’s Philips PHG Stock Holding History

Godfrey Financial Associates’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 		$462 Sell
17
-1
-6% -$26 ﹤0.01% 908
2026
Q1 		$466 Hold
18
– – ﹤0.01% 892
2025
Q4 		$460 Buy
+18
New +$480 ﹤0.01% 864

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

Godfrey Financial Associates's PHG Position: Q2 2026 in Review

Godfrey Financial Associates reduced its Philips (PHG) stake by 5.6% in Q2 2026, selling an estimated $26 and leaving 17 shares worth $462. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Godfrey Financial Associates first reported a position in PHG in Q4 2025 and has held it in 3 quarters since. The position peaked at $466 in Q1 2026. 362 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Godfrey Financial Associates held 17 shares of Philips worth $462 as of Q2 2026.
  • Godfrey Financial Associates sold 1 Philips share in Q2 2026, an estimated $26.
  • Philips made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #908 holding.
  • Godfrey Financial Associates first reported a position in Philips in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Philips position peaked at $466 in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.