Steward Partners Investment Advisory’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23.3K | Sell |
858
-4,130
| -83% | -$109K | ﹤0.01% | 3353 |
|
|
2026
Q1 | $132K | Buy |
4,988
+334
| +7% | +$9.45K | ﹤0.01% | 2221 |
|
|
2025
Q4 | $122K | Buy |
4,654
+3,465
| +291% | +$92.4K | ﹤0.01% | 2187 |
|
|
2025
Q3 | $31.2K | Buy |
1,189
+957
| +413% | +$24.6K | ﹤0.01% | 2865 |
|
|
2025
Q2 | $5.37K | Buy |
232
+53
| +30% | +$1.19K | ﹤0.01% | 3456 |
|
|
2025
Q1 | $4.22K | Buy |
179
+30
| +20% | +$734 | ﹤0.01% | 3428 |
|
|
2024
Q4 | $3.49K | Sell |
149
-101
| -40% | -$2.61K | ﹤0.01% | 3482 |
|
|
2024
Q3 | $7.56K | Hold |
250
| – | – | ﹤0.01% | 3058 |
|
|
2024
Q2 | $5.82K | Buy |
250
+100
| +67% | +$2.25K | ﹤0.01% | 2997 |
|
|
2024
Q1 | $2.68K | Hold |
150
| – | – | ﹤0.01% | 3233 |
|
|
2023
Q4 | $3.12K | Hold |
150
| – | – | ﹤0.01% | 3115 |
|
|
2023
Q3 | $2.67K | Sell |
150
-583
| -80% | -$11.2K | ﹤0.01% | 3024 |
|
|
2023
Q2 | $14.2K | Buy |
733
+143
| +24% | +$2.5K | ﹤0.01% | 2447 |
|
|
2023
Q1 | $9.26K | Hold |
590
| – | – | ﹤0.01% | 2570 |
|
|
2022
Q4 | $7.56K | Sell |
590
-1,870
| -76% | -$22.6K | ﹤0.01% | 2624 |
|
|
2022
Q3 | $32K | Buy |
2,460
+2,454
| +40,900% | +$39.8K | ﹤0.01% | 2006 |
|
|
2022
Q2 | $0 | Sell |
6
-2,160
| -100% | -$46.6K | ﹤0.01% | 3336 |
|
|
2022
Q1 | $55K | Hold |
2,166
| – | – | ﹤0.01% | 1870 |
|
|
2021
Q4 | $66K | Sell |
2,166
-64
| -3% | -$2.17K | ﹤0.01% | 1773 |
|
|
2021
Q3 | $82K | Sell |
2,230
-143
| -6% | -$5.44K | ﹤0.01% | 1642 |
|
|
2021
Q2 | $97K | Sell |
2,373
-220
| -8% | -$10.2K | ﹤0.01% | 2335 |
|
|
2021
Q1 | $120K | Buy |
2,593
+335
| +15% | +$15.2K | ﹤0.01% | 1533 |
|
|
2020
Q4 | $99K | Buy |
2,258
+32
| +1% | +$1.32K | ﹤0.01% | 1365 |
|
|
2020
Q3 | $85K | Sell |
2,226
-330
| -13% | -$13.2K | ﹤0.01% | 1281 |
|
|
2020
Q2 | $97K | Sell |
2,556
-203
| -7% | -$7.07K | ﹤0.01% | 1167 |
|
|
2020
Q1 | $88K | Sell |
2,759
-2,488
| -47% | -$88K | ﹤0.01% | 1047 |
|
|
2019
Q4 | $203K | Buy |
5,247
+552
| +12% | +$20K | 0.01% | 879 |
|
|
2019
Q3 | $172K | Buy |
4,695
+4,628
| +6,907% | +$170K | 0.01% | 887 |
|
|
2019
Q2 | $2K | Buy |
+67
| New | +$2.15K | ﹤0.01% | 2450 |
|
|
2018
Q4 | – | Sell |
-5
| Closed | – | – | 1750 |
|
|
2018
Q3 | $0 | Sell |
5
-153
| -97% | -$5.23K | ﹤0.01% | 2671 |
|
|
2018
Q2 | $5K | Sell |
158
-297
| -65% | -$9.49K | ﹤0.01% | 2000 |
|
|
2018
Q1 | $13K | Buy |
455
+450
| +9,000% | +$13.4K | ﹤0.01% | 1491 |
|
|
2017
Q4 | $0 | Sell |
5
-75
| -94% | -$2.26K | ﹤0.01% | 1929 |
|
|
2017
Q3 | $2K | Buy |
80
+75
| +1,500% | +$2.18K | ﹤0.01% | 1513 |
|
|
2017
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 1679 |
|
|
2017
Q1 | $0 | Buy |
+5
| New | +$112 | ﹤0.01% | 1550 |
|
Other funds holding PHG
MIP
FMI
CCM
BIP
Steward Partners Investment Advisory's PHG Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its Philips (PHG) stake by 83% in Q2 2026, selling an estimated $109K and leaving 858 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3353.
Steward Partners Investment Advisory first reported a position in PHG in Q1 2017 and has held it in 36 quarters since. The position peaked at $203K in Q4 2019. 362 funds tracked by Wall St. Rank hold PHG as of Q2 2026.
- Steward Partners Investment Advisory held 858 shares of Philips worth $23.3K as of Q2 2026.
- Steward Partners Investment Advisory sold 4,130 Philips shares in Q2 2026, an estimated $109K.
- Philips made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3353 holding.
- Steward Partners Investment Advisory first reported a position in Philips in Q1 2017 and has held it in 36 quarters since.
- Steward Partners Investment Advisory's Philips position peaked at $203K in Q4 2019.
- 362 funds tracked by Wall St. Rank held Philips as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.