PWMG
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Prestige Wealth Management Group’s Philips PHG Stock Holding History

Prestige Wealth Management 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 		$47.5K Sell
1,747
-1
-0.1% -$26 0.01% 274
2026
Q1 		$46.2K Hold
1,748
– – 0.01% 263
2025
Q4 		$45.6K Hold
1,748
– – 0.01% 266
2025
Q3 		$45.9K Hold
1,748
– – 0.01% 272
2025
Q2 		$40.4K Hold
1,748
– – 0.01% 283
2025
Q1 		$41.1K Hold
1,748
– – 0.01% 272
2024
Q4 		$40.9K Hold
1,748
– – 0.01% 280
2024
Q3 		$52.9K Hold
1,748
– – 0.01% 244
2024
Q2 		$40.7K Hold
1,748
– – 0.01% 244
2024
Q1 		$31.3K Hold
1,748
– – 0.01% 296
2023
Q4 		$36.5K Hold
1,748
– – 0.01% 274
2023
Q3 		$31.2K Hold
1,748
– – 0.01% 279
2023
Q2 		$33.9K Sell
1,748
-1
-0.1% -$17 0.01% 301
2023
Q1 		$27.5K Sell
1,749
-136
-7% -$1.96K 0.01% 296
2022
Q4 		$24.2K Buy
1,885
+136
+8% +$1.64K 0.01% 328
2022
Q3 		$23K Hold
1,749
– – 0.01% 297
2022
Q2 		$32K Sell
1,749
-65
-4% -$1.4K 0.01% 272
2022
Q1 		$46K Hold
1,814
– – 0.01% 250
2021
Q4 		$55K Sell
1,814
-25
-1% -$849 0.01% 255
2021
Q3 		$68K Hold
1,839
– – 0.02% 228
2021
Q2 		$75K Sell
1,839
-34
-2% -$1.57K 0.02% 203
2021
Q1 		$86K Hold
1,873
– – 0.02% 197
2020
Q4 		$82K Hold
1,873
– – 0.02% 195
2020
Q3 		$72K Sell
1,873
-1
-0.1% -$40 0.02% 201
2020
Q2 		$71K Sell
1,874
-1
-0.1% -$35 0.03% 184
2020
Q1 		$60K Buy
1,875
+27
+1% +$955 0.03% 161
2019
Q4 		$72K Sell
1,848
-8
-0.4% -$289 0.04% 183
2019
Q3 		$68K Buy
1,856
+8
+0.4% +$294 0.04% 182
2019
Q2 		$64K Sell
1,848
-45
-2% -$1.45K 0.04% 182
2019
Q1 		$60K Sell
1,893
-109
-5% -$3.25K 0.04% 180
2018
Q4 		$55K Buy
+2,002
New +$59.1K 0.04% 188

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

Prestige Wealth Management Group's PHG Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Philips (PHG) stake by 0.06% in Q2 2026, selling an estimated $26 and leaving 1,747 shares worth $47.5K. The position accounts for 0.01% of the portfolio, ranked #274.

Prestige Wealth Management Group first reported a position in PHG in Q4 2018 and has held it in 31 quarters since. The position peaked at $86K in Q1 2021. 364 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Prestige Wealth Management Group held 1,747 shares of Philips worth $47.5K as of Q2 2026.
  • Prestige Wealth Management Group sold 1 Philips share in Q2 2026, an estimated $26.
  • Philips made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #274 holding.
  • Prestige Wealth Management Group first reported a position in Philips in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Philips position peaked at $86K in Q1 2021.
  • 364 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.