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True Wealth Design’s Philips PHG Stock Holding History

True Wealth Design’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 		$5.14K Sell
189
-363
-66% -$9.61K ﹤0.01% 1319
2026
Q1 		$14.6K Buy
552
+341
+162% +$9.65K ﹤0.01% 835
2025
Q4 		$5.5K Sell
211
-83
-28% -$2.21K ﹤0.01% 1049
2025
Q3 		$7.71K Buy
294
+247
+526% +$6.34K ﹤0.01% 931
2025
Q2 		$1.08K Sell
47
-4
-8% -$90 ﹤0.01% 1434
2025
Q1 		$1.19K Hold
51
– – ﹤0.01% 1201
2024
Q4 		$1.19K Buy
51
+5
+11% +$129 ﹤0.01% 884
2024
Q3 		$1.41K Hold
46
– – ﹤0.01% 884
2024
Q2 		$1.08K Buy
46
+10
+28% +$225 ﹤0.01% 493
2024
Q1 		$640 Buy
36
+16
+80% +$306 ﹤0.01% 577
2023
Q4 		$420 Hold
20
– – ﹤0.01% 512
2023
Q3 		$359 Hold
20
– – ﹤0.01% 512
2023
Q2 		$391 Sell
20
-1
-5% -$17 ﹤0.01% 505
2023
Q1 		$331 Hold
21
– – ﹤0.01% 625
2022
Q4 		$270 Buy
+21
New +$253 ﹤0.01% 606

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

True Wealth Design's PHG Position: Q2 2026 in Review

True Wealth Design reduced its Philips (PHG) stake by 66% in Q2 2026, selling an estimated $9.61K and leaving 189 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

True Wealth Design first reported a position in PHG in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.6K in Q1 2026. 362 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • True Wealth Design held 189 shares of Philips worth $5.14K as of Q2 2026.
  • True Wealth Design sold 363 Philips shares in Q2 2026, an estimated $9.61K.
  • Philips made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1319 holding.
  • True Wealth Design first reported a position in Philips in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Philips position peaked at $14.6K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.