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HHM Wealth Advisors’s Philips PHG Stock Holding History

HHM Wealth 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
Q2 		$3.15K Buy
+116
New +$3.07K ﹤0.01% 778
2023
Q2 		– Sell
-43
Closed -$679 – 843
2023
Q1 		$679 Hold
43
– – ﹤0.01% 782
2022
Q4 		$555 Buy
+43
New +$519 ﹤0.01% 662

Other funds holding PHG

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BMC
Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HHM Wealth Advisors's PHG Position: Q2 2026 in Review

HHM Wealth Advisors opened a new position in Philips (PHG) in Q2 2026: 116 shares worth $3.15K. The stake represents ﹤0.01% of the portfolio and ranks #778 among its holdings. This is a return to the name: HHM Wealth Advisors previously reported a position in PHG as recently as Q1 2023.

HHM Wealth Advisors first reported a position in PHG in Q4 2022 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • HHM Wealth Advisors held 116 shares of Philips worth $3.15K as of Q2 2026.
  • Philips was a new HHM Wealth Advisors position in Q2 2026.
  • Philips made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #778 holding.
  • HHM Wealth Advisors first reported a position in Philips in Q4 2022 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.