SOA Wealth Advisors’s Philips PHG Stock Holding History

SOA Wealth 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	$25.9K	Hold	954	–	–	﹤0.01%	486
2026 Q1	$25.2K	Hold	954	–	–	﹤0.01%	464
2025 Q4	$24.9K	Hold	954	–	–	﹤0.01%	473
2025 Q3	$25.1K	Sell	954 -546	-36%	-$14K	﹤0.01%	481
2025 Q2	$34.7K	Hold	1,500	–	–	0.01%	422
2025 Q1	$35.3K	Hold	1,500	–	–	0.01%	390
2024 Q4	$35.1K	Hold	1,500	–	–	0.01%	377
2024 Q3	$45.4K	Hold	1,500	–	–	0.01%	333
2024 Q2	$35K	Sell	1,500 -1	-0.1%	-$22	0.01%	357
2024 Q1	$26.9K	Hold	1,501	–	–	0.01%	397
2023 Q4	$31.3K	Hold	1,501	–	–	0.01%	354
2023 Q3	$26.8K	Hold	1,501	–	–	0.01%	369
2023 Q2	$29.1K	Sell	1,501 -2	-0.1%	-$35	0.01%	366
2023 Q1	$23.6K	Hold	1,503	–	–	0.01%	396
2022 Q4	$19.3K	Hold	1,503	–	–	0.01%	411
2022 Q3	$19K	Hold	1,503	–	–	0.01%	403
2022 Q2	$27K	Sell	1,503 -55	-4%	-$1.19K	0.01%	344
2022 Q1	$39K	Hold	1,558	–	–	0.01%	340
2021 Q4	$47K	Hold	1,558	–	–	0.01%	302
2021 Q3	$57K	Hold	1,558	–	–	0.01%	290
2021 Q2	$63K	Sell	1,558 -200	-11%	-$9.25K	0.02%	279
2021 Q1	$81K	Hold	1,758	–	–	0.02%	215
2020 Q4	$80K	Buy	+1,758	New	+$72.6K	0.02%	213

Other funds holding PHG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SOA Wealth Advisors's PHG Position: Q2 2026 in Review

SOA Wealth Advisors held its Philips (PHG) position steady in Q2 2026 at 954 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

SOA Wealth Advisors first reported a position in PHG in Q4 2020 and has held it in 23 quarters since. The position peaked at $81K in Q1 2021. 364 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

SOA Wealth Advisors held 954 shares of Philips worth $25.9K as of Q2 2026.
SOA Wealth Advisors left its Philips share count unchanged in Q2 2026.
Philips made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #486 holding.
SOA Wealth Advisors first reported a position in Philips in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Philips position peaked at $81K in Q1 2021.
364 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.