U.S. Capital Wealth Advisors’s Philips PHG Stock Holding History

U.S. Capital 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	$245K	Sell	9,273 -93	-1%	-$2.63K	0.01%	885
2025 Q4	$245K	Sell	9,366 -57,097	-86%	-$1.52M	0.01%	868
2025 Q3	$1.75M	Buy	66,463 +57,557	+646%	+$1.48M	0.05%	360
2025 Q2	$206K	Buy	+8,906	New	+$200K	0.01%	832
2024 Q1	–	Sell	-12,624	Closed	-$263K	–	699
2023 Q4	$263K	Buy	+12,624	New	+$230K	0.01%	580

Other funds holding PHG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

U.S. Capital Wealth Advisors's PHG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Philips (PHG) stake by 0.99% in Q1 2026, selling an estimated $2.63K and leaving 9,273 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #885.

U.S. Capital Wealth Advisors first reported a position in PHG in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.75M in Q3 2025. 342 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

U.S. Capital Wealth Advisors held 9,273 shares of Philips worth $245K as of Q1 2026.
U.S. Capital Wealth Advisors sold 93 Philips shares in Q1 2026, an estimated $2.63K.
Philips made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #885 holding.
U.S. Capital Wealth Advisors first reported a position in Philips in Q4 2023 and has held it in 5 quarters since.
U.S. Capital Wealth Advisors's Philips position peaked at $1.75M in Q3 2025.
342 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.