SimplyRich
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SimplyRich’s Philips PHG Stock Holding History

SimplyRich’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 		$240K Buy
+9,817
New +$258K 0.06% 214
2024
Q4 		– Sell
-6,697
Closed -$202K – 228
2024
Q3 		$202K Buy
+6,697
New +$178K 0.06% 220
2021
Q4 		– Sell
-6,059
Closed -$222K – 175
2021
Q3 		$222K Buy
+6,059
New +$230K 0.08% 164
2021
Q2 		– Sell
-4,763
Closed -$220K – 171
2021
Q1 		$220K Buy
+4,763
New +$216K 0.09% 157

Other funds holding PHG

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Investment Management Associates
Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Inlet Private Wealth
Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SimplyRich's PHG Position: Q3 2026 in Review

SimplyRich opened a new position in Philips (PHG) in Q3 2026: 9,817 shares worth $240K. The stake represents 0.06% of the portfolio and ranks #214 among its holdings. This is a return to the name: SimplyRich previously reported a position in PHG as recently as Q3 2024.

SimplyRich first reported a position in PHG in Q1 2021 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold PHG as of Q3 2026.

  • SimplyRich held 9,817 shares of Philips worth $240K as of Q3 2026.
  • Philips was a new SimplyRich position in Q3 2026.
  • Philips made up 0.06% of SimplyRich's portfolio in Q3 2026, its #214 holding.
  • SimplyRich first reported a position in Philips in Q1 2021 and has held it in 4 quarters since.
  • 162 funds tracked by Wall St. Rank held Philips as of Q3 2026.

Based on SimplyRich's 13F filing for Q3 2026, filed 6 Nov 2026.