PWA
PHG icon

Physician Wealth Advisors’s Philips PHG Stock Holding History

Physician Wealth Advisors’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 		$952 Sell
35
-1
-3% -$26 ﹤0.01% 1862
2026
Q1 		$959 Hold
36
– – ﹤0.01% 1715
2025
Q4 		$948 Hold
36
– – ﹤0.01% 1656
2025
Q3 		$955 Hold
36
– – ﹤0.01% 1611
2025
Q2 		$840 Sell
36
-46
-56% -$1.03K ﹤0.01% 1533
2025
Q1 		$1.93K Hold
82
– – ﹤0.01% 871
2024
Q4 		$1.93K Buy
+82
New +$2.12K ﹤0.01% 854

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

Physician Wealth Advisors's PHG Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Philips (PHG) stake by 2.8% in Q2 2026, selling an estimated $26 and leaving 35 shares worth $952. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Physician Wealth Advisors first reported a position in PHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.93K in Q1 2025. 364 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Physician Wealth Advisors held 35 shares of Philips worth $952 as of Q2 2026.
  • Physician Wealth Advisors sold 1 Philips share in Q2 2026, an estimated $26.
  • Philips made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1862 holding.
  • Physician Wealth Advisors first reported a position in Philips in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Philips position peaked at $1.93K in Q1 2025.
  • 364 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.