PWPS
PHG icon

Pinnacle Wealth Planning Services’s Philips PHG Stock Holding History

Pinnacle Wealth Planning Services’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 		$381K Buy
13,996
+588
+4% +$15.6K 0.04% 290
2026
Q1 		$354K Buy
13,408
+664
+5% +$18.8K 0.04% 287
2025
Q4 		$333K Buy
12,744
+288
+2% +$7.68K 0.03% 291
2025
Q3 		$327K Sell
12,456
-230
-2% -$5.9K 0.04% 293
2025
Q2 		$293K Buy
12,686
+1,109
+10% +$24.9K 0.04% 303
2025
Q1 		$272K Buy
11,577
+330
+3% +$8.08K 0.04% 283
2024
Q4 		$263K Buy
11,247
+366
+3% +$9.46K 0.04% 286
2024
Q3 		$329K Sell
10,881
-528
-5% -$14K 0.04% 284
2024
Q2 		$266K Sell
11,409
-4,469
-28% -$100K 0.04% 320
2024
Q1 		$284K Buy
15,878
+2,701
+20% +$51.7K 0.04% 313
2023
Q4 		$275K Buy
13,177
+1,499
+13% +$27.3K 0.04% 294
2023
Q3 		$208K Sell
11,678
-2,517
-18% -$48.3K 0.03% 354
2023
Q2 		$275K Buy
14,195
+338
+2% +$5.91K 0.04% 283
2023
Q1 		$218K Buy
13,857
+2,039
+17% +$29.3K 0.04% 358
2022
Q4 		$152K Sell
11,818
-992
-8% -$12K 0.03% 382
2022
Q3 		$169K Buy
+12,810
New +$208K 0.03% 338
2021
Q1 		– Sell
-2,310
Closed -$101K – 1505
2020
Q4 		$101K Buy
+2,310
New +$95.4K 0.02% 467

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

Pinnacle Wealth Planning Services's PHG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Philips (PHG) stake by 4.4% in Q2 2026, buying an estimated $15.6K and bringing the position to 13,996 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #290.

Pinnacle Wealth Planning Services first reported a position in PHG in Q4 2020 and has held it in 17 quarters since. 364 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 13,996 shares of Philips worth $381K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 588 Philips shares in Q2 2026, an estimated $15.6K.
  • Philips made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #290 holding.
  • Pinnacle Wealth Planning Services first reported a position in Philips in Q4 2020 and has held it in 17 quarters since.
  • 364 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.