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Legacy Capital Group California’s Philips PHG Stock Holding History

Legacy Capital Group California’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 		$344K Sell
12,645
-804
-6% -$21.3K 0.1% 251
2026
Q1 		$355K Sell
13,449
-1,528
-10% -$43.2K 0.14% 221
2025
Q4 		$391K Sell
14,977
-154
-1% -$4.11K 0.09% 253
2025
Q3 		$398K Buy
15,131
+4
+0% +$103 0.1% 240
2025
Q2 		$350K Sell
15,127
-1,270
-8% -$28.5K 0.1% 240
2025
Q1 		$385K Sell
16,397
-195
-1% -$4.77K 0.13% 191
2024
Q4 		$389K Sell
16,592
-159
-0.9% -$4.11K 0.12% 211
2024
Q3 		$507K Sell
16,751
-1,027
-6% -$27.3K 0.17% 171
2024
Q2 		$414K Buy
17,778
+120
+0.7% +$2.69K 0.15% 192
2024
Q1 		$316K Sell
17,658
-10,160
-37% -$195K 0.12% 212
2023
Q4 		$581K Buy
27,818
+9,442
+51% +$172K 0.22% 138
2023
Q3 		$328K Buy
18,376
+188
+1% +$3.61K 0.14% 194
2023
Q2 		$353K Buy
18,188
+416
+2% +$7.28K 0.15% 194
2023
Q1 		$279K Buy
+17,772
New +$255K 0.14% 197

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 22.9% 1-Year Est. Return

Legacy Capital Group California's PHG Position: Q2 2026 in Review

Legacy Capital Group California reduced its Philips (PHG) stake by 6% in Q2 2026, selling an estimated $21.3K and leaving 12,645 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #251.

Legacy Capital Group California first reported a position in PHG in Q1 2023 and has held it in 14 quarters since. The position peaked at $581K in Q4 2023. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Legacy Capital Group California held 12,645 shares of Philips worth $344K as of Q2 2026.
  • Legacy Capital Group California sold 804 Philips shares in Q2 2026, an estimated $21.3K.
  • Philips made up 0.1% of Legacy Capital Group California's portfolio in Q2 2026, its #251 holding.
  • Legacy Capital Group California first reported a position in Philips in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's Philips position peaked at $581K in Q4 2023.
  • 363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.