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Sequoia Financial Advisors’s Philips PHG Stock Holding History

Sequoia Financial Advisors’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 		$627K Sell
23,056
-9,215
-29% -$244K ﹤0.01% 1193
2026
Q1 		$853K Buy
32,271
+11,467
+55% +$324K ﹤0.01% 968
2025
Q4 		$543K Buy
20,804
+2,090
+11% +$55.7K ﹤0.01% 1237
2025
Q3 		$492K Buy
18,714
+7,543
+68% +$194K ﹤0.01% 1146
2025
Q2 		$258K Buy
11,171
+2,187
+24% +$49K ﹤0.01% 1342
2025
Q1 		$211K Sell
8,984
-672
-7% -$16.4K ﹤0.01% 1242
2024
Q4 		$226K Buy
9,656
+416
+5% +$10.7K ﹤0.01% 1166
2024
Q3 		$280K Sell
9,240
-86
-0.9% -$2.29K ﹤0.01% 1001
2024
Q2 		$217K Buy
+9,326
New +$209K ﹤0.01% 1059
2024
Q1 		– Sell
-22,688
Closed -$473K – 1258
2023
Q4 		$473K Buy
+22,688
New +$413K 0.01% 753

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

Sequoia Financial Advisors's PHG Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Philips (PHG) stake by 29% in Q2 2026, selling an estimated $244K and leaving 23,056 shares worth $627K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Sequoia Financial Advisors first reported a position in PHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $853K in Q1 2026. 362 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Sequoia Financial Advisors held 23,056 shares of Philips worth $627K as of Q2 2026.
  • Sequoia Financial Advisors sold 9,215 Philips shares in Q2 2026, an estimated $244K.
  • Philips made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1193 holding.
  • Sequoia Financial Advisors first reported a position in Philips in Q4 2023 and has held it in 10 quarters since.
  • Sequoia Financial Advisors's Philips position peaked at $853K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.