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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
Q2 		$1.77K Sell
65
-16
-20% -$424 ﹤0.01% 1429
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
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 22.9% 1-Year Est. Return

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

SHP Wealth Management reduced its Philips (PHG) stake by 20% in Q2 2026, selling an estimated $424 and leaving 65 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

SHP Wealth Management first reported a position in PHG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.14K in Q1 2026. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • SHP Wealth Management held 65 shares of Philips worth $1.77K as of Q2 2026.
  • SHP Wealth Management sold 16 Philips shares in Q2 2026, an estimated $424.
  • Philips made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1429 holding.
  • SHP Wealth Management first reported a position in Philips in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Philips position peaked at $2.14K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.