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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
Q3 		$2.12M Buy
86,828
+5,113
+6% +$134K 0.46% 45
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

BONH
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
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Legacy Wealth Asset Management's PHG Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Philips (PHG) stake by 6.3% in Q3 2026, buying an estimated $134K and bringing the position to 86,828 shares worth $2.12M. The position accounts for 0.46% of the portfolio, ranked #45.

Legacy Wealth Asset Management first reported a position in PHG in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.22M in Q2 2026. 16 funds tracked by Wall St. Rank hold PHG as of Q3 2026.

  • Legacy Wealth Asset Management held 86,828 shares of Philips worth $2.12M as of Q3 2026.
  • Legacy Wealth Asset Management bought 5,113 Philips shares in Q3 2026, an estimated $134K.
  • Philips made up 0.46% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #45 holding.
  • Legacy Wealth Asset Management first reported a position in Philips in Q4 2020 and has held it in 22 quarters since.
  • Legacy Wealth Asset Management's Philips position peaked at $2.22M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Philips as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.