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Unique Wealth Strategies’s Philips PHG Stock Holding History

Unique Wealth Strategies’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 		– Sell
-16,288
Closed -$425K – 249
2025
Q4 		$425K Buy
16,288
+1,445
+10% +$38.5K 0.17% 166
2025
Q3 		$390K Buy
+14,843
New +$381K 0.15% 173

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

Unique Wealth Strategies's PHG Position: Q1 2026 in Review

Unique Wealth Strategies sold out of Philips (PHG) in Q1 2026, closing a stake of 16,288 shares — an estimated $425K sold.

Unique Wealth Strategies first reported a position in PHG in Q3 2025 and held it in 2 quarters. The position peaked at $425K in Q4 2025. 341 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • Unique Wealth Strategies reported no remaining Philips position as of Q1 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 16,288 Philips shares in Q1 2026, an estimated $425K.
  • Unique Wealth Strategies first reported a position in Philips in Q3 2025 and held it in 2 quarters.
  • Unique Wealth Strategies's Philips position peaked at $425K in Q4 2025.
  • 341 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on Unique Wealth Strategies's 13F filing for Q1 2026, filed 15 Jul 2026.