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 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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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 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

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return