Kestra Advisory Services
PHG icon

Kestra Advisory Services’s Philips PHG Stock Holding History

Kestra Advisory Services’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
Q3 		$2.08M Buy
85,227
+7,999
+10% +$210K 0.01% 1434
2026
Q2 		$2.1M Buy
77,228
+4,401
+6% +$117K 0.01% 1319
2026
Q1 		$1.92M Buy
72,827
+10,146
+16% +$287K 0.01% 1326
2025
Q4 		$1.64M Buy
62,681
+4,778
+8% +$127K 0.01% 1336
2025
Q3 		$1.52M Buy
+57,903
New +$1.49M 0.01% 1318
2024
Q4 		– Sell
-7,725
Closed -$234K – 2779
2024
Q3 		$234K Sell
7,725
-4,434
-36% -$118K ﹤0.01% 2260
2024
Q2 		$219K Sell
12,159
-420
-3% -$9.43K ﹤0.01% 2348
2024
Q1 		$225K Sell
12,579
-1,305
-9% -$25K ﹤0.01% 2198
2023
Q4 		$290K Buy
13,884
+377
+3% +$6.86K ﹤0.01% 1869
2023
Q3 		$241K Buy
13,507
+442
+3% +$8.48K ﹤0.01% 1816
2023
Q2 		$253K Buy
13,065
+954
+8% +$16.7K ﹤0.01% 1749
2023
Q1 		$190K Sell
12,111
-7,739
-39% -$111K ﹤0.01% 1859
2022
Q4 		$255K Buy
19,850
+4,104
+26% +$49.5K ﹤0.01% 1860
2022
Q3 		$207K Sell
15,746
-20,398
-56% -$331K ﹤0.01% 1864
2022
Q2 		$666K Buy
36,144
+19,060
+112% +$411K 0.01% 1157
2022
Q1 		$431K Sell
17,084
-771
-4% -$21.1K ﹤0.01% 1375
2021
Q4 		$543K Sell
17,855
-3,350
-16% -$114K 0.01% 1276
2021
Q3 		$778K Sell
21,205
-964
-4% -$36.6K 0.01% 1149
2021
Q2 		$910K Buy
22,169
+896
+4% +$41.4K 0.01% 994
2021
Q1 		$984K Buy
21,273
+13,937
+190% +$633K 0.01% 876
2020
Q4 		$324K Buy
7,336
+7,257
+9,186% +$300K ﹤0.01% 1434
2020
Q3 		$200K Buy
+79
New +$3.17K ﹤0.01% 1293

Other funds holding PHG

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Investment Management Associates
Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Inlet Private Wealth
Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Bank of New Hampshire
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return

Kestra Advisory Services's PHG Position: Q3 2026 in Review

Kestra Advisory Services increased its Philips (PHG) stake by 10% in Q3 2026, buying an estimated $210K and bringing the position to 85,227 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #1434.

Kestra Advisory Services first reported a position in PHG in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.1M in Q2 2026. 125 funds tracked by Wall St. Rank hold PHG as of Q3 2026.

  • Kestra Advisory Services held 85,227 shares of Philips worth $2.08M as of Q3 2026.
  • Kestra Advisory Services bought 7,999 Philips shares in Q3 2026, an estimated $210K.
  • Philips made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1434 holding.
  • Kestra Advisory Services first reported a position in Philips in Q3 2020 and has held it in 22 quarters since.
  • Kestra Advisory Services's Philips position peaked at $2.1M in Q2 2026.
  • 125 funds tracked by Wall St. Rank held Philips as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.