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Twin Peaks Wealth Advisors’s Philips PHG Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-830
Closed -$21.9K – 1634
2026
Q1 		$21.9K Buy
+830
New +$23.5K 0.01% 678
2025
Q3 		– Sell
-178
Closed -$4.64K – 1551
2025
Q2 		$4.64K Buy
+178
New +$3.99K ﹤0.01% 1338

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

Twin Peaks Wealth Advisors's PHG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Philips (PHG) in Q2 2026, closing a stake of 830 shares — an estimated $21.9K sold.

Twin Peaks Wealth Advisors first reported a position in PHG in Q2 2025 and held it in 2 quarters. The position peaked at $21.9K in Q1 2026. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Philips position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 830 Philips shares in Q2 2026, an estimated $21.9K.
  • Twin Peaks Wealth Advisors first reported a position in Philips in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Philips position peaked at $21.9K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.