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Larson Financial Group’s Philips PHG Stock Holding History

Larson Financial 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 		$35.7K Buy
1,311
+226
+21% +$5.99K ﹤0.01% 1673
2026
Q1 		$28.7K Buy
1,085
+330
+44% +$9.34K ﹤0.01% 1654
2025
Q4 		$19.7K Buy
755
+315
+72% +$8.4K ﹤0.01% 1737
2025
Q3 		$11.6K Buy
440
+57
+15% +$1.46K ﹤0.01% 1942
2025
Q2 		$8.84K Buy
383
+62
+19% +$1.39K ﹤0.01% 1866
2025
Q1 		$7.55K Hold
321
– – ﹤0.01% 1744
2024
Q4 		$7.53K Hold
321
– – ﹤0.01% 1569
2024
Q3 		$9.72K Hold
321
– – ﹤0.01% 1488
2024
Q2 		$7.49K Sell
321
-1
-0.3% -$22 ﹤0.01% 1342
2024
Q1 		$5.76K Hold
322
– – ﹤0.01% 1161
2023
Q4 		$6.72K Buy
322
+54
+20% +$982 ﹤0.01% 1111
2023
Q3 		$4.79K Buy
268
+248
+1,240% +$4.76K ﹤0.01% 1186
2023
Q2 		$390 Buy
+20
New +$350 ﹤0.01% 1469

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
Fidelity Investments
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
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

Larson Financial Group's PHG Position: Q2 2026 in Review

Larson Financial Group increased its Philips (PHG) stake by 21% in Q2 2026, buying an estimated $5.99K and bringing the position to 1,311 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Larson Financial Group first reported a position in PHG in Q2 2023 and has held it in 13 quarters since. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Larson Financial Group held 1,311 shares of Philips worth $35.7K as of Q2 2026.
  • Larson Financial Group bought 226 Philips shares in Q2 2026, an estimated $5.99K.
  • Philips made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1673 holding.
  • Larson Financial Group first reported a position in Philips in Q2 2023 and has held it in 13 quarters since.
  • 363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.