Net Worth Advisory Group’s Philips PHG Stock Holding History

Net Worth Advisory 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 Q2	$284K	Sell	10,440 -235	-2%	-$6.22K	0.07%	299
2026 Q1	$282K	Sell	10,675 -133	-1%	-$3.76K	0.06%	325
2025 Q4	$282K	Buy	10,808 +182	+2%	+$4.86K	0.06%	342
2025 Q3	$279K	Sell	10,626 -671	-6%	-$17.2K	0.08%	306
2025 Q2	$261K	Sell	11,297 -412	-4%	-$9.23K	0.06%	346
2025 Q1	$275K	Sell	11,709 -702	-6%	-$17.2K	0.09%	278
2024 Q4	$291K	Sell	12,411 -617	-5%	-$15.9K	0.09%	256
2024 Q3	$394K	Buy	+13,028	New	+$346K	0.12%	202

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

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 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

MPPW

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Net Worth Advisory Group's PHG Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Philips (PHG) stake by 2.2% in Q2 2026, selling an estimated $6.22K and leaving 10,440 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #299.

Net Worth Advisory Group first reported a position in PHG in Q3 2024 and has held it in 8 quarters since. The position peaked at $394K in Q3 2024. 41 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

Net Worth Advisory Group held 10,440 shares of Philips worth $284K as of Q2 2026.
Net Worth Advisory Group sold 235 Philips shares in Q2 2026, an estimated $6.22K.
Philips made up 0.07% of Net Worth Advisory Group's portfolio in Q2 2026, its #299 holding.
Net Worth Advisory Group first reported a position in Philips in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Philips position peaked at $394K in Q3 2024.
41 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.