Ritholtz Wealth Management’s Philips PHG Stock Holding History

Ritholtz Wealth Management’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	$518K	Sell	19,051 -37	-0.2%	-$980	0.01%	846
2026 Q1	$504K	Buy	19,088 +912	+5%	+$25.8K	0.01%	785
2025 Q4	$475K	Hold	18,176	–	–	0.01%	739
2025 Q3	$478K	Hold	18,176	–	–	0.01%	696
2025 Q2	$420K	Buy	18,176 +8,582	+89%	+$192K	0.01%	684
2025 Q1	$225K	Buy	9,594 +58	+0.6%	+$1.42K	0.01%	826
2024 Q4	$223K	Hold	9,536	–	–	0.01%	791
2024 Q3	$289K	Hold	9,536	–	–	0.01%	710
2024 Q2	$222K	Buy	+9,536	New	+$214K	0.01%	739
2021 Q4	–	Sell	-6,845	Closed	-$251K	–	576
2021 Q3	$251K	Sell	6,845 -2,161	-24%	-$82.1K	0.02%	418
2021 Q2	$370K	Sell	9,006 -2,175	-19%	-$101K	0.03%	324
2021 Q1	$517K	Buy	11,181 +1,926	+21%	+$87.4K	0.04%	206
2020 Q4	$407K	Buy	9,255 +193	+2%	+$7.97K	0.04%	200
2020 Q3	$347K	Sell	9,062 -974	-10%	-$39.1K	0.04%	190
2020 Q2	$381K	Buy	+10,036	New	+$349K	0.05%	143

Other funds holding PHG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ritholtz Wealth Management's PHG Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Philips (PHG) stake by 0.19% in Q2 2026, selling an estimated $980 and leaving 19,051 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #846.

Ritholtz Wealth Management first reported a position in PHG in Q2 2020 and has held it in 15 quarters since. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

Ritholtz Wealth Management held 19,051 shares of Philips worth $518K as of Q2 2026.
Ritholtz Wealth Management sold 37 Philips shares in Q2 2026, an estimated $980.
Philips made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #846 holding.
Ritholtz Wealth Management first reported a position in Philips in Q2 2020 and has held it in 15 quarters since.
363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.