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SHP Wealth Management’s Philips PHG Stock Holding History

SHP 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
Q1 		$2.14K Buy
81
+18
+29% +$509 ﹤0.01% 1265
2025
Q4 		$1.65K Buy
+63
New +$1.68K ﹤0.01% 1164

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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

SHP Wealth Management's PHG Position: Q1 2026 in Review

SHP Wealth Management increased its Philips (PHG) stake by 29% in Q1 2026, buying an estimated $509 and bringing the position to 81 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

SHP Wealth Management first reported a position in PHG in Q4 2025 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • SHP Wealth Management held 81 shares of Philips worth $2.14K as of Q1 2026.
  • SHP Wealth Management bought 18 Philips shares in Q1 2026, an estimated $509.
  • Philips made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1265 holding.
  • SHP Wealth Management first reported a position in Philips in Q4 2025 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.