True Wealth Design’s PLDT PHI Stock Holding History

True Wealth Design’s Portfolio PHI Stock Details PHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.64K	Buy	92 +59	+179%	+$1.11K	﹤0.01%	1749
2026 Q2	$579	Sell	33 -126	-79%	-$2.44K	﹤0.01%	2156
2026 Q1	$3.35K	Buy	159 +9	+6%	+$203	﹤0.01%	1355
2025 Q4	$3.26K	Buy	150 +14	+10%	+$287	﹤0.01%	1260
2025 Q3	$2.54K	Buy	136 +116	+580%	+$2.49K	﹤0.01%	1380
2025 Q2	$436	Sell	20 -1	-5%	-$23	﹤0.01%	1803
2025 Q1	$460	Sell	21 -1	-5%	-$23	﹤0.01%	1571
2024 Q4	$488	Buy	22 +4	+22%	+$95	﹤0.01%	1096
2024 Q3	$484	Hold	18	–	–	﹤0.01%	1103
2024 Q2	$443	Buy	18 +4	+29%	+$97	﹤0.01%	675
2024 Q1	$346	Buy	14 +5	+56%	+$117	﹤0.01%	689
2023 Q4	$211	Hold	9	–	–	﹤0.01%	672
2023 Q3	$186	Hold	9	–	–	﹤0.01%	654
2023 Q2	$211	Hold	9	–	–	﹤0.01%	644
2023 Q1	$228	Hold	9	–	–	﹤0.01%	710
2022 Q4	$205	Buy	+9	New	+$238	﹤0.01%	653

Other funds holding PHI

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

True Wealth Design's PHI Position: Q3 2026 in Review

True Wealth Design increased its PLDT (PHI) stake by 179% in Q3 2026, buying an estimated $1.11K and bringing the position to 92 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

True Wealth Design first reported a position in PHI in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.35K in Q1 2026. 12 funds tracked by Wall St. Rank hold PHI as of Q3 2026.

True Wealth Design held 92 shares of PLDT worth $1.64K as of Q3 2026.
True Wealth Design bought 59 PLDT shares in Q3 2026, an estimated $1.11K.
PLDT made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1749 holding.
True Wealth Design first reported a position in PLDT in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's PLDT position peaked at $3.35K in Q1 2026.
12 funds tracked by Wall St. Rank held PLDT as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.