IFWM
PHG icon

Institute for Wealth Management’s Philips PHG Stock Holding History

Institute for 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 		$2.66K Buy
+98
New +$2.6K ﹤0.01% 1550

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 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
IMA
Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
IPW
Inlet Private Wealth Jupiter, Florida $411M AUM 37.25% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $490M AUM 59.63% 1-Year Est. Return

Institute for Wealth Management's PHG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Philips (PHG) in Q2 2026: 98 shares worth $2.66K. The stake represents ﹤0.01% of the portfolio and ranks #1550 among its holdings.

202 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Institute for Wealth Management held 98 shares of Philips worth $2.66K as of Q2 2026.
  • Philips was a new Institute for Wealth Management position in Q2 2026.
  • Philips made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1550 holding.
  • 202 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.