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Strategic Wealth Partners’s Philips PHG Stock Holding History

Strategic Wealth Partners’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 		$17K Hold
642
– – ﹤0.01% 753
2025
Q4 		$16.8K Hold
642
– – ﹤0.01% 742
2025
Q3 		$16.9K Hold
642
– – ﹤0.01% 771
2025
Q2 		$14.8K Buy
+642
New +$14.4K ﹤0.01% 717
2024
Q4 		$208K Sell
7,865
-1,248
-14% -$32.2K 0.02% 300
2024
Q3 		$276K Hold
9,113
– – 0.03% 261
2024
Q2 		$212K Buy
+9,113
New +$205K 0.02% 278
2024
Q1 		– Sell
-24,712
Closed -$516K – 301
2023
Q4 		$516K Sell
24,712
-77,681
-76% -$1.41M 0.06% 181
2023
Q3 		$1.83M Sell
102,393
-12,262
-11% -$235K 0.24% 107
2023
Q2 		$2.22M Buy
114,655
+8,508
+8% +$149K 0.29% 104
2023
Q1 		$1.67M Buy
106,147
+34,964
+49% +$503K 0.26% 104
2022
Q4 		$914K Sell
71,183
-63,181
-47% -$762K 0.17% 127
2022
Q3 		$1.77M Sell
134,364
-526
-0.4% -$8.54K 0.38% 91
2022
Q2 		$2.49M Sell
134,890
-8,640
-6% -$186K 0.54% 60
2022
Q1 		$3.62M Buy
143,530
+135,374
+1,660% +$3.7M 0.71% 38
2021
Q4 		$248K Hold
8,156
– – 0.05% 252
2021
Q3 		$299K Hold
8,156
– – 0.09% 201
2021
Q2 		$335K Sell
8,156
-151
-2% -$6.98K 0.11% 189
2021
Q1 		$384K Sell
8,307
-3,481
-30% -$158K 0.15% 141
2020
Q4 		$518K Hold
11,788
– – 0.22% 116
2020
Q3 		$451K Buy
11,788
+233
+2% +$9.35K 0.23% 103
2020
Q2 		$439K Sell
11,555
-235
-2% -$8.18K 0.23% 98
2020
Q1 		$457K Hold
11,790
– – 0.24% 95
2019
Q4 		$457K Sell
11,790
-1,307
-10% -$47.3K 0.24% 95
2019
Q3 		$470 Hold
13,097
– – ﹤0.01% 225
2019
Q2 		$453K Buy
13,097
+383
+3% +$12.3K 0.22% 96
2019
Q1 		$404K Hold
12,714
– – 0.19% 108
2018
Q4 		$351K Hold
12,714
– – 0.18% 103
2018
Q3 		$449K Buy
+12,714
New +$435K 0.24% 98

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
FMI
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
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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
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

Strategic Wealth Partners's PHG Position: Q1 2026 in Review

Strategic Wealth Partners held its Philips (PHG) position steady in Q1 2026 at 642 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Strategic Wealth Partners first reported a position in PHG in Q3 2018 and has held it in 29 quarters since. The position peaked at $3.62M in Q1 2022. 341 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • Strategic Wealth Partners held 642 shares of Philips worth $17K as of Q1 2026.
  • Strategic Wealth Partners left its Philips share count unchanged in Q1 2026.
  • Philips made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #753 holding.
  • Strategic Wealth Partners first reported a position in Philips in Q3 2018 and has held it in 29 quarters since.
  • Strategic Wealth Partners's Philips position peaked at $3.62M in Q1 2022.
  • 341 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.