MPPW
PHG icon

Mitchell & Pahl Private Wealth’s Philips PHG Stock Holding History

Mitchell & Pahl Private Wealth’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 		$1.07M Sell
39,515
-8
-0% -$212 0.39% 85
2026
Q1 		$1.04M Buy
39,523
+56
+0.1% +$1.58K 0.42% 83
2025
Q4 		$1.03M Sell
39,467
-392
-1% -$10.5K 0.43% 85
2025
Q3 		$1.05M Buy
39,859
+1,553
+4% +$39.9K 0.44% 83
2025
Q2 		$886K Buy
38,306
+494
+1% +$11.1K 0.39% 90
2025
Q1 		$888K Sell
37,812
-990
-3% -$24.2K 0.41% 86
2024
Q4 		$909K Buy
38,802
+2,393
+7% +$61.8K 0.42% 85
2024
Q3 		$1.1M Buy
36,409
+311
+0.9% +$8.26K 0.51% 69
2024
Q2 		$842K Buy
36,098
+807
+2% +$18.1K 0.44% 83
2024
Q1 		$631K Buy
35,291
+2,684
+8% +$51.4K 0.33% 112
2023
Q4 		$680K Buy
32,607
+237
+0.7% +$4.31K 0.39% 98
2023
Q3 		$577K Buy
32,370
+4,377
+16% +$84K 0.34% 105
2023
Q2 		$543K Buy
27,993
+3,302
+13% +$57.8K 0.33% 103
2023
Q1 		$388K Buy
24,691
+1,178
+5% +$16.9K 0.24% 125
2022
Q4 		$302K Buy
23,513
+4,896
+26% +$59K 0.2% 136
2022
Q3 		$245K Buy
18,617
+3,889
+26% +$63.1K 0.18% 143
2022
Q2 		$272K Buy
14,728
+4,750
+48% +$102K 0.19% 141
2022
Q1 		$252K Buy
9,978
+2,945
+42% +$80.4K 0.16% 150
2021
Q4 		$214K Buy
7,033
+935
+15% +$31.8K 0.14% 159
2021
Q3 		$224K Buy
6,098
+287
+5% +$10.9K 0.16% 145
2021
Q2 		$239K Buy
5,811
+425
+8% +$19.6K 0.17% 140
2021
Q1 		$249K Buy
5,386
+161
+3% +$7.31K 0.19% 131
2020
Q4 		$230K Buy
+5,225
New +$216K 0.19% 131

Other funds holding PHG

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BMC
Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Mitchell & Pahl Private Wealth's PHG Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth reduced its Philips (PHG) stake by 0.02% in Q2 2026, selling an estimated $212 and leaving 39,515 shares worth $1.07M. The position accounts for 0.39% of the portfolio, ranked #85.

Mitchell & Pahl Private Wealth first reported a position in PHG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.1M in Q3 2024. 41 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 39,515 shares of Philips worth $1.07M as of Q2 2026.
  • Mitchell & Pahl Private Wealth sold 8 Philips shares in Q2 2026, an estimated $212.
  • Philips made up 0.39% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #85 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Philips in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's Philips position peaked at $1.1M in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.