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Inlet Private Wealth’s Philips PHG Stock Holding History

Inlet Private 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
2026
Q2 		$5.04M Sell
185,291
-5,134
-3% -$136K 1.22% 28
2026
Q1 		$5.03M Buy
190,425
+2,155
+1% +$61K 1.28% 27
2025
Q4 		$4.92M Sell
188,270
-47,867
-20% -$1.28M 1.14% 24
2025
Q3 		$6.21M Buy
236,137
+6,219
+3% +$160K 1.4% 24
2025
Q2 		$5.32M Sell
229,918
-8,786
-4% -$197K 1.31% 26
2025
Q1 		$5.61M Sell
238,704
-1,919
-0.8% -$47K 1.46% 23
2024
Q4 		$5.64M Buy
240,623
+122
+0.1% +$3.15K 1.49% 21
2024
Q3 		$7.28M Sell
240,501
-3,657
-1% -$97.2K 1.85% 14
2024
Q2 		$5.69M Sell
244,158
-7,742
-3% -$174K 1.56% 21
2024
Q1 		$4.51M Sell
251,900
-934
-0.4% -$17.9K 1.26% 28
2023
Q4 		$5.28M Buy
252,834
+20,772
+9% +$378K 1.62% 22
2023
Q3 		$4.14M Sell
232,062
-9,085
-4% -$174K 1.36% 25
2023
Q2 		$4.68M Sell
241,147
-18
-0% -$315 1.18% 25
2023
Q1 		$3.79M Sell
241,165
-5,256
-2% -$75.6K 0.99% 32
2022
Q4 		$3.16M Buy
+246,421
New +$2.97M 0.81% 43

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 22.96% 1-Year Est. Return

Inlet Private Wealth's PHG Position: Q2 2026 in Review

Inlet Private Wealth reduced its Philips (PHG) stake by 2.7% in Q2 2026, selling an estimated $136K and leaving 185,291 shares worth $5.04M. The position accounts for 1.22% of the portfolio, ranked #28.

Inlet Private Wealth first reported a position in PHG in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.28M in Q3 2024. 364 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Inlet Private Wealth held 185,291 shares of Philips worth $5.04M as of Q2 2026.
  • Inlet Private Wealth sold 5,134 Philips shares in Q2 2026, an estimated $136K.
  • Philips made up 1.22% of Inlet Private Wealth's portfolio in Q2 2026, its #28 holding.
  • Inlet Private Wealth first reported a position in Philips in Q4 2022 and has held it in 15 quarters since.
  • Inlet Private Wealth's Philips position peaked at $7.28M in Q3 2024.
  • 364 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.