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Principia Wealth Advisory’s Philips PHG Stock Holding History

Principia Wealth Advisory’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 		$1.55K Sell
57
-26
-31% -$689 ﹤0.01% 659
2026
Q1 		$2.19K Buy
83
+29
+54% +$821 ﹤0.01% 491
2025
Q4 		$1.41K Sell
54
-11
-17% -$293 ﹤0.01% 563
2025
Q3 		$1.72K Buy
65
+48
+282% +$1.23K ﹤0.01% 472
2025
Q2 		$384 Buy
+17
New +$381 ﹤0.01% 794

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

Principia Wealth Advisory's PHG Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Philips (PHG) stake by 31% in Q2 2026, selling an estimated $689 and leaving 57 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Principia Wealth Advisory first reported a position in PHG in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.19K in Q1 2026. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Principia Wealth Advisory held 57 shares of Philips worth $1.55K as of Q2 2026.
  • Principia Wealth Advisory sold 26 Philips shares in Q2 2026, an estimated $689.
  • Philips made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #659 holding.
  • Principia Wealth Advisory first reported a position in Philips in Q2 2025 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Philips position peaked at $2.19K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.