High Note Wealth’s Philips PHG Stock Holding History

High Note Wealth’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	-2	Closed	-$51	–	968
2025 Q1	$51	Hold	2	–	–	﹤0.01%	873
2024 Q4	$51	Buy	+2	New	+$52	﹤0.01%	888

Other funds holding PHG

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

High Note Wealth's PHG Position: Q2 2025 in Review

High Note Wealth sold out of Philips (PHG) in Q2 2025, closing a stake of 2 shares — an estimated $51 sold.

High Note Wealth first reported a position in PHG in Q4 2024 and held it in 2 quarters. The position peaked at $51 in Q1 2025. 293 funds tracked by Wall St. Rank hold PHG as of Q2 2025.

High Note Wealth reported no remaining Philips position as of Q2 2025 after selling out during the quarter.
High Note Wealth sold 2 Philips shares in Q2 2025, an estimated $51.
High Note Wealth first reported a position in Philips in Q4 2024 and held it in 2 quarters.
High Note Wealth's Philips position peaked at $51 in Q1 2025.
293 funds tracked by Wall St. Rank held Philips as of Q2 2025.

Based on High Note Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.