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Innovative Asset Advisors Group’s Philips PHG Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-60
Closed -$1.59K – 816
2026
Q1 		$1.59K Buy
+60
New +$1.7K ﹤0.01% 932

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
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Innovative Asset Advisors Group's PHG Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Philips (PHG) in Q2 2026, closing a stake of 60 shares — an estimated $1.59K sold.

Innovative Asset Advisors Group first reported a position in PHG in Q1 2026 and held it in 1 quarter. The position peaked at $1.59K in Q1 2026. 350 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Philips position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 60 Philips shares in Q2 2026, an estimated $1.59K.
  • Innovative Asset Advisors Group first reported a position in Philips in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Philips position peaked at $1.59K in Q1 2026.
  • 350 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.