LWAM
PHG icon

Legacy Wealth Asset Management’s Philips PHG Stock Holding History

Legacy Wealth Asset 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
Q2 		$2.22M Buy
81,715
+7,273
+10% +$193K 0.49% 42
2026
Q1 		$1.97M Buy
74,442
+855
+1% +$24.2K 0.48% 42
2025
Q4 		$1.92M Sell
73,587
-3,150
-4% -$84K 0.47% 48
2025
Q3 		$2.02M Buy
76,737
+15,545
+25% +$399K 0.49% 42
2025
Q2 		$1.41M Buy
61,192
+643
+1% +$14.4K 0.36% 69
2025
Q1 		$1.42M Buy
60,549
+5,060
+9% +$124K 0.39% 73
2024
Q4 		$1.3M Buy
55,489
+607
+1% +$15.7K 0.35% 71
2024
Q3 		$1.66M Sell
54,882
-8,122
-13% -$216K 0.45% 60
2024
Q2 		$1.47M Buy
63,004
+96
+0.2% +$2.16K 0.41% 67
2024
Q1 		$1.13M Buy
62,908
+2,102
+3% +$40.3K 0.31% 85
2023
Q4 		$1.27M Buy
60,806
+7,013
+13% +$128K 0.42% 68
2023
Q3 		$959K Sell
53,793
-20,813
-28% -$399K 0.35% 91
2023
Q2 		$1.45M Sell
74,606
-1,939
-3% -$33.9K 0.51% 52
2023
Q1 		$1.2M Sell
76,545
-4,452
-5% -$64K 0.43% 64
2022
Q4 		$1.04M Sell
80,997
-1,542
-2% -$18.6K 0.4% 76
2022
Q3 		$1.09M Buy
+82,539
New +$1.34M 0.48% 62
2022
Q1 		– Sell
-35,463
Closed -$1.08M – 337
2021
Q4 		$1.08M Buy
35,463
+26,932
+316% +$915K 0.37% 80
2021
Q3 		$313K Buy
8,531
+122
+1% +$4.64K 0.14% 232
2021
Q2 		$345K Sell
8,409
-40
-0.5% -$1.85K 0.15% 229
2021
Q1 		$391K Buy
8,449
+20
+0.2% +$908 0.18% 209
2020
Q4 		$370K Buy
+8,429
New +$348K 0.19% 206

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

Legacy Wealth Asset Management's PHG Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Philips (PHG) stake by 9.8% in Q2 2026, buying an estimated $193K and bringing the position to 81,715 shares worth $2.22M. The position accounts for 0.49% of the portfolio, ranked #42.

Legacy Wealth Asset Management first reported a position in PHG in Q4 2020 and has held it in 21 quarters since. 362 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Legacy Wealth Asset Management held 81,715 shares of Philips worth $2.22M as of Q2 2026.
  • Legacy Wealth Asset Management bought 7,273 Philips shares in Q2 2026, an estimated $193K.
  • Philips made up 0.49% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #42 holding.
  • Legacy Wealth Asset Management first reported a position in Philips in Q4 2020 and has held it in 21 quarters since.
  • 362 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.