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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
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 $6.69B 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

Twin Peaks Wealth Advisors's PHG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Philips (PHG) in Q1 2026: 830 shares worth $21.9K. The stake represents 0.01% of the portfolio and ranks #678 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PHG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PHG in Q2 2025 and has held it in 2 quarters since. 341 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 830 shares of Philips worth $21.9K as of Q1 2026.
  • Philips was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Philips made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #678 holding.
  • Twin Peaks Wealth Advisors first reported a position in Philips in Q2 2025 and has held it in 2 quarters since.
  • 341 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.