Larson Financial Group
PHG icon

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
Q3 		$25.5K Sell
1,043
-268
-20% -$7.04K ﹤0.01% 1957
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 		$7.52K Hold
321
– – ﹤0.01% 1569
2024
Q3 		$9.7K 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

Mondrian Investment Partners
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Investment Management Associates
Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Larson Financial Group's PHG Position: Q3 2026 in Review

Larson Financial Group reduced its Philips (PHG) stake by 20% in Q3 2026, selling an estimated $7.04K and leaving 1,043 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

Larson Financial Group first reported a position in PHG in Q2 2023 and has held it in 14 quarters since. The position peaked at $35.7K in Q2 2026. 162 funds tracked by Wall St. Rank hold PHG as of Q3 2026.

  • Larson Financial Group held 1,043 shares of Philips worth $25.5K as of Q3 2026.
  • Larson Financial Group sold 268 Philips shares in Q3 2026, an estimated $7.04K.
  • Philips made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1957 holding.
  • Larson Financial Group first reported a position in Philips in Q2 2023 and has held it in 14 quarters since.
  • Larson Financial Group's Philips position peaked at $35.7K in Q2 2026.
  • 162 funds tracked by Wall St. Rank held Philips as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.