NewEdge Wealth’s Philips PHG Stock Holding History

NewEdge 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	$3M	Buy	110,184 +4,408	+4%	+$117K	0.03%	352
2026 Q1	$2.79M	Buy	105,776 +8,301	+9%	+$235K	0.03%	345
2025 Q4	$2.55M	Buy	97,475 +3,720	+4%	+$99.2K	0.03%	394
2025 Q3	$2.54M	Buy	93,755 +21,860	+30%	+$561K	0.04%	335
2025 Q2	$1.84M	Buy	71,895 +4,355	+6%	+$97.6K	0.03%	396
2025 Q1	$1.59M	Buy	67,540 +780	+1%	+$19.1K	0.03%	396
2024 Q4	$1.56M	Buy	66,760 +5,877	+10%	+$152K	0.03%	407
2024 Q3	$1.84M	Buy	60,883 +1,615	+3%	+$42.9K	0.03%	364
2024 Q2	$1.38M	Sell	59,268 -9,494	-14%	-$213K	0.03%	372
2024 Q1	$1.63M	Buy	68,762 +16,448	+31%	+$315K	0.04%	356
2023 Q4	$1.09M	Buy	52,314 +1,605	+3%	+$29.2K	0.03%	383
2023 Q3	$904K	Buy	50,709 +87	+0.2%	+$1.67K	0.03%	370
2023 Q2	$982K	Buy	50,622 +8,339	+20%	+$146K	0.03%	357
2023 Q1	$664K	Buy	42,283 +8,506	+25%	+$122K	0.03%	374
2022 Q4	$434K	Buy	+33,777	New	+$407K	0.02%	389

Other funds holding PHG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Wealth's PHG Position: Q2 2026 in Review

NewEdge Wealth increased its Philips (PHG) stake by 4.2% in Q2 2026, buying an estimated $117K and bringing the position to 110,184 shares worth $3M. The position accounts for 0.03% of the portfolio, ranked #352.

NewEdge Wealth first reported a position in PHG in Q4 2022 and has held it in 15 quarters since. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

NewEdge Wealth held 110,184 shares of Philips worth $3M as of Q2 2026.
NewEdge Wealth bought 4,408 Philips shares in Q2 2026, an estimated $117K.
Philips made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #352 holding.
NewEdge Wealth first reported a position in Philips in Q4 2022 and has held it in 15 quarters since.
363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.