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 Q3	$512K	Buy	20,964 +1,913	+10%	+$50.3K	0.01%	860
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

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return

Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return

Becker Capital Management Portland, Oregon $3.69B AUM 25.93% 1-Year Est. Return

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Ritholtz Wealth Management's PHG Position: Q3 2026 in Review

Ritholtz Wealth Management increased its Philips (PHG) stake by 10% in Q3 2026, buying an estimated $50.3K and bringing the position to 20,964 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #860.

Ritholtz Wealth Management first reported a position in PHG in Q2 2020 and has held it in 16 quarters since. The position peaked at $518K in Q2 2026. 280 funds tracked by Wall St. Rank hold PHG as of Q3 2026.

Ritholtz Wealth Management held 20,964 shares of Philips worth $512K as of Q3 2026.
Ritholtz Wealth Management bought 1,913 Philips shares in Q3 2026, an estimated $50.3K.
Philips made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #860 holding.
Ritholtz Wealth Management first reported a position in Philips in Q2 2020 and has held it in 16 quarters since.
Ritholtz Wealth Management's Philips position peaked at $518K in Q2 2026.
280 funds tracked by Wall St. Rank held Philips as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.