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HB Wealth Management’s Philips PHG Stock Holding History

HB 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
2026
Q2 		$500K Buy
18,385
+905
+5% +$24K ﹤0.01% 1113
2026
Q1 		$462K Buy
17,480
+559
+3% +$15.8K ﹤0.01% 1013
2025
Q4 		$442K Buy
16,921
+961
+6% +$25.6K ﹤0.01% 958
2025
Q3 		$420K Buy
15,960
+3,043
+24% +$78.1K ﹤0.01% 928
2025
Q2 		$299K Sell
12,917
-1,249
-9% -$28K ﹤0.01% 939
2025
Q1 		$333K Buy
+14,166
New +$347K ﹤0.01% 921

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 22.9% 1-Year Est. Return

HB Wealth Management's PHG Position: Q2 2026 in Review

HB Wealth Management increased its Philips (PHG) stake by 5.2% in Q2 2026, buying an estimated $24K and bringing the position to 18,385 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

HB Wealth Management first reported a position in PHG in Q1 2025 and has held it in 6 quarters since. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • HB Wealth Management held 18,385 shares of Philips worth $500K as of Q2 2026.
  • HB Wealth Management bought 905 Philips shares in Q2 2026, an estimated $24K.
  • Philips made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1113 holding.
  • HB Wealth Management first reported a position in Philips in Q1 2025 and has held it in 6 quarters since.
  • 363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.