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JPL Wealth Management’s Philips PHG Stock Holding History

JPL 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
Q1 		$1.07K Buy
+40
New +$1.13K ﹤0.01% 1195
2025
Q4 		– Sell
-44
Closed -$1.15K – 841
2025
Q3 		$1.15K Buy
+44
New +$1.13K ﹤0.01% 975

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JPL Wealth Management's PHG Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Philips (PHG) in Q1 2026: 40 shares worth $1.07K. The stake represents ﹤0.01% of the portfolio and ranks #1195 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in PHG as recently as Q3 2025.

JPL Wealth Management first reported a position in PHG in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.15K in Q3 2025. 341 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • JPL Wealth Management held 40 shares of Philips worth $1.07K as of Q1 2026.
  • Philips was a new JPL Wealth Management position in Q1 2026.
  • Philips made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1195 holding.
  • JPL Wealth Management first reported a position in Philips in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Philips position peaked at $1.15K in Q3 2025.
  • 341 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.