Halbert Hargrove Global Advisors
PHG icon

Halbert Hargrove Global Advisors’s Philips PHG Stock Holding History

Halbert Hargrove Global Advisors’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 		– Sell
-33
Closed -$894 – 610
2026
Q2 		$894 Buy
+33
New +$874 ﹤0.01% 453
2025
Q2 		– Sell
-15
Closed -$355 – 561
2025
Q1 		$355 Buy
+15
New +$367 ﹤0.01% 534

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Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Inlet Private Wealth
Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Bank of New Hampshire
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Halbert Hargrove Global Advisors's PHG Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Philips (PHG) in Q3 2026, closing a stake of 33 shares — an estimated $894 sold.

Halbert Hargrove Global Advisors first reported a position in PHG in Q1 2025 and held it in 2 quarters. The position peaked at $894 in Q2 2026. 108 funds tracked by Wall St. Rank hold PHG as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Philips position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 33 Philips shares in Q3 2026, an estimated $894.
  • Halbert Hargrove Global Advisors first reported a position in Philips in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Philips position peaked at $894 in Q2 2026.
  • 108 funds tracked by Wall St. Rank held Philips as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.