PCS
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Personal CFO Solutions’s Philips PHG Stock Holding History

Personal CFO Solutions’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 		$310K Buy
11,397
+6
+0.1% +$159 0.04% 390
2026
Q1 		$301K Buy
11,391
+2,469
+28% +$69.9K 0.04% 375
2025
Q4 		$233K Buy
8,922
+1,159
+15% +$30.9K 0.04% 456
2025
Q3 		$204K Sell
7,763
-1,060
-12% -$27.2K 0.04% 488
2025
Q2 		$204K Buy
+8,823
New +$198K 0.04% 465
2024
Q4 		– Sell
-8,687
Closed -$263K – 572
2024
Q3 		$263K Sell
8,687
-104
-1% -$2.76K 0.04% 463
2024
Q2 		$205K Buy
+8,791
New +$197K 0.03% 507
2021
Q3 		– Sell
-4,920
Closed -$202K – 467
2021
Q2 		$202K Buy
4,920
+170
+4% +$7.86K 0.04% 409
2021
Q1 		$220K Buy
4,750
+43
+0.9% +$1.95K 0.05% 363
2020
Q4 		$207K Buy
+4,707
New +$194K 0.05% 345

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Dimensional Fund Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Personal CFO Solutions's PHG Position: Q2 2026 in Review

Personal CFO Solutions increased its Philips (PHG) stake by 0.05% in Q2 2026, buying an estimated $159 and bringing the position to 11,397 shares worth $310K. The position accounts for 0.04% of the portfolio, ranked #390.

Personal CFO Solutions first reported a position in PHG in Q4 2020 and has held it in 10 quarters since. 364 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Personal CFO Solutions held 11,397 shares of Philips worth $310K as of Q2 2026.
  • Personal CFO Solutions bought 6 Philips shares in Q2 2026, an estimated $159.
  • Philips made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #390 holding.
  • Personal CFO Solutions first reported a position in Philips in Q4 2020 and has held it in 10 quarters since.
  • 364 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.