JFS Wealth Advisors’s Philips PHG Stock Holding History

JFS 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	$8.05K	Sell	296 -11	-4%	-$291	﹤0.01%	1100
2026 Q1	$8.11K	Hold	307	–	–	﹤0.01%	1030
2025 Q4	$8.02K	Hold	307	–	–	﹤0.01%	1057
2025 Q3	$8.07K	Hold	307	–	–	﹤0.01%	959
2025 Q2	$7.1K	Sell	307 -13	-4%	-$291	﹤0.01%	969
2025 Q1	$7.52K	Hold	320	–	–	﹤0.01%	978
2024 Q4	$7.5K	Hold	320	–	–	﹤0.01%	960
2024 Q3	$9.69K	Hold	320	–	–	﹤0.01%	866
2024 Q2	$7.46K	Sell	320 -1	-0.3%	-$22	﹤0.01%	893
2024 Q1	$5.74K	Hold	321	–	–	﹤0.01%	1048
2023 Q4	$6.7K	Hold	321	–	–	﹤0.01%	940
2023 Q3	$5.72K	Hold	321	–	–	﹤0.01%	937
2023 Q2	$6.23K	Sell	321 -116	-27%	-$2.03K	﹤0.01%	906
2023 Q1	$6.86K	Hold	437	–	–	﹤0.01%	870
2022 Q4	$5.61K	Sell	437 -2,830	-87%	-$34.1K	﹤0.01%	951
2022 Q3	$43K	Buy	3,267 +848	+35%	+$13.8K	﹤0.01%	409
2022 Q2	$45K	Buy	2,419 +2,064	+581%	+$44.5K	﹤0.01%	411
2022 Q1	$9K	Buy	355 +299	+534%	+$8.17K	﹤0.01%	837
2021 Q4	$2K	Buy	+56	New	+$1.9K	﹤0.01%	1133

Other funds holding PHG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JFS Wealth Advisors reduced its Philips (PHG) stake by 3.6% in Q2 2026, selling an estimated $291 and leaving 296 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

JFS Wealth Advisors first reported a position in PHG in Q4 2021 and has held it in 19 quarters since. The position peaked at $45K in Q2 2022. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

JFS Wealth Advisors held 296 shares of Philips worth $8.05K as of Q2 2026.
JFS Wealth Advisors sold 11 Philips shares in Q2 2026, an estimated $291.
Philips made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1100 holding.
JFS Wealth Advisors first reported a position in Philips in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Philips position peaked at $45K in Q2 2022.
363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.