Mather Group
PHG icon

Mather Group’s Philips PHG Stock Holding History

Mather 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 		$16.4K Buy
670
+239
+55% +$6.28K ﹤0.01% 1498
2026
Q2 		$11.7K Sell
431
-11
-2% -$291 ﹤0.01% 1466
2026
Q1 		$11.7K Buy
+442
New +$12.5K ﹤0.01% 1408
2025
Q4 		– Sell
-480
Closed -$12.6K – 1372
2025
Q3 		$12.6K Buy
+480
New +$12.3K ﹤0.01% 1219
2025
Q2 		– Sell
-496
Closed -$11.7K – 1415
2025
Q1 		$11.7K Sell
496
-35
-7% -$856 ﹤0.01% 1214
2024
Q4 		$12.4K Buy
531
+181
+52% +$4.68K ﹤0.01% 1193
2024
Q3 		$10.6K Buy
350
+55
+19% +$1.46K ﹤0.01% 1167
2024
Q2 		$5.46K Sell
295
-9
-3% -$202 ﹤0.01% 1596
2024
Q1 		$6.35K Buy
+304
New +$5.82K ﹤0.01% 1304
2020
Q1 		– Sell
-5,434
Closed -$211K – 172
2019
Q4 		$211K Buy
+5,434
New +$197K 0.01% 163

Other funds holding PHG

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
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Bank of New Hampshire
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
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Benin Management Corp
Benin Management Corp Wilton, Connecticut $517M AUM 21.33% 1-Year Est. Return
Diversified Management
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group's PHG Position: Q3 2026 in Review

Mather Group increased its Philips (PHG) stake by 55% in Q3 2026, buying an estimated $6.28K and bringing the position to 670 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Mather Group first reported a position in PHG in Q4 2019 and has held it in 10 quarters since. The position peaked at $211K in Q4 2019. 64 funds tracked by Wall St. Rank hold PHG as of Q3 2026.

  • Mather Group held 670 shares of Philips worth $16.4K as of Q3 2026.
  • Mather Group bought 239 Philips shares in Q3 2026, an estimated $6.28K.
  • Philips made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1498 holding.
  • Mather Group first reported a position in Philips in Q4 2019 and has held it in 10 quarters since.
  • Mather Group's Philips position peaked at $211K in Q4 2019.
  • 64 funds tracked by Wall St. Rank held Philips as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.