Mitchell & Pahl Private Wealth
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
Q3 		$1.03M Buy
42,345
+2,830
+7% +$74.4K 0.37% 93
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

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
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

Mitchell & Pahl Private Wealth's PHG Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its Philips (PHG) stake by 7.2% in Q3 2026, buying an estimated $74.4K and bringing the position to 42,345 shares worth $1.03M. The position accounts for 0.37% of the portfolio, ranked #93.

Mitchell & Pahl Private Wealth first reported a position in PHG in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.1M in Q3 2024. 71 funds tracked by Wall St. Rank hold PHG as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 42,345 shares of Philips worth $1.03M as of Q3 2026.
  • Mitchell & Pahl Private Wealth bought 2,830 Philips shares in Q3 2026, an estimated $74.4K.
  • Philips made up 0.37% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #93 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Philips in Q4 2020 and has held it in 24 quarters since.
  • Mitchell & Pahl Private Wealth's Philips position peaked at $1.1M in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Philips as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.