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Golden State Wealth Management’s Philips PHG Stock Holding History

Golden State Wealth 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
2025
Q2 		– Sell
-63
Closed -$1.47K – 1644
2025
Q1 		$1.47K Hold
63
– – ﹤0.01% 1367
2024
Q4 		$1.47K Buy
+63
New +$1.63K ﹤0.01% 1296

Other funds holding PHG

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Golden State Wealth Management's PHG Position: Q2 2025 in Review

Golden State Wealth Management sold out of Philips (PHG) in Q2 2025, closing a stake of 63 shares — an estimated $1.47K sold.

Golden State Wealth Management first reported a position in PHG in Q4 2024 and held it in 2 quarters. The position peaked at $1.47K in Q1 2025. 293 funds tracked by Wall St. Rank hold PHG as of Q2 2025.

  • Golden State Wealth Management reported no remaining Philips position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 63 Philips shares in Q2 2025, an estimated $1.47K.
  • Golden State Wealth Management first reported a position in Philips in Q4 2024 and held it in 2 quarters.
  • Golden State Wealth Management's Philips position peaked at $1.47K in Q1 2025.
  • 293 funds tracked by Wall St. Rank held Philips as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.