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Spire Wealth Management’s Philips PHG Stock Holding History

Spire 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 		$1.58K Hold
58
– – ﹤0.01% 2053
2026
Q1 		$1.53K Sell
58
-2
-3% -$57 ﹤0.01% 2082
2025
Q4 		$1.57K Hold
60
– – ﹤0.01% 2139
2025
Q3 		$1.58K Sell
60
-92
-61% -$2.36K ﹤0.01% 2204
2025
Q2 		$3.52K Sell
152
-3,197
-95% -$71.6K ﹤0.01% 2044
2025
Q1 		$78.7K Sell
3,349
-148
-4% -$3.62K ﹤0.01% 1128
2024
Q4 		$81.9K Sell
3,497
-290
-8% -$7.49K ﹤0.01% 1106
2024
Q3 		$115K Hold
3,787
– – ﹤0.01% 874
2024
Q2 		$88.3K Buy
3,787
+593
+19% +$13.3K ﹤0.01% 932
2024
Q1 		$57.1K Sell
3,194
-597
-16% -$11.4K ﹤0.01% 1171
2023
Q4 		$79K Sell
3,791
-61
-2% -$1.11K ﹤0.01% 1061
2023
Q3 		$68.7K Buy
3,852
+2,156
+127% +$41.4K ﹤0.01% 1059
2023
Q2 		$32.9K Buy
1,696
+89
+6% +$1.56K ﹤0.01% 1376
2023
Q1 		$25.3K Buy
1,607
+517
+47% +$7.43K ﹤0.01% 1524
2022
Q4 		$14K Buy
1,090
+1,028
+1,658% +$12.4K ﹤0.01% 1501
2022
Q3 		$1K Sell
62
-12,192
-99% -$198K ﹤0.01% 2120
2022
Q2 		$226K Buy
12,254
+6,752
+123% +$146K 0.01% 719
2022
Q1 		$139K Sell
5,502
-746
-12% -$20.4K ﹤0.01% 1052
2021
Q4 		$190K Buy
6,248
+746
+14% +$25.3K ﹤0.01% 1117
2021
Q3 		$202K Buy
5,502
+63
+1% +$2.4K 0.01% 918
2021
Q2 		$223K Sell
5,439
-874
-14% -$40.4K 0.01% 898
2021
Q1 		$292K Buy
+6,313
New +$287K 0.01% 881

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 22.96% 1-Year Est. Return

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

Spire Wealth Management held its Philips (PHG) position steady in Q2 2026 at 58 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

Spire Wealth Management first reported a position in PHG in Q1 2021 and has held it in 22 quarters since. The position peaked at $292K in Q1 2021. 362 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Spire Wealth Management held 58 shares of Philips worth $1.58K as of Q2 2026.
  • Spire Wealth Management left its Philips share count unchanged in Q2 2026.
  • Philips made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2053 holding.
  • Spire Wealth Management first reported a position in Philips in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Philips position peaked at $292K in Q1 2021.
  • 362 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.