United Capital Financial Advisors’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $244K | Buy |
8,971
+194
| +2% | +$5.14K | ﹤0.01% | 1462 |
|
|
2026
Q1 | $232K | Buy |
8,777
+744
| +9% | +$21.1K | ﹤0.01% | 1486 |
|
|
2025
Q4 | $210K | Sell |
8,033
-55
| -0.7% | -$1.47K | ﹤0.01% | 1311 |
|
|
2025
Q3 | $213K | Buy |
+8,088
| New | +$208K | ﹤0.01% | 1137 |
|
|
2024
Q4 | – | Sell |
-7,637
| Closed | -$231K | – | 1092 |
|
|
2024
Q3 | $231K | Buy |
+7,637
| New | +$203K | ﹤0.01% | 958 |
|
|
2022
Q2 | – | Sell |
-14,669
| Closed | -$370K | – | 1177 |
|
|
2022
Q1 | $370K | Sell |
14,669
-259
| -2% | -$7.08K | ﹤0.01% | 930 |
|
|
2021
Q4 | $454K | Sell |
14,928
-188,935
| -93% | -$6.42M | ﹤0.01% | 892 |
|
|
2021
Q3 | $7.48M | Buy |
203,863
+13,828
| +7% | +$526K | 0.04% | 309 |
|
|
2021
Q2 | $7.8M | Buy |
190,035
+8,547
| +5% | +$395K | 0.04% | 311 |
|
|
2021
Q1 | $8.39M | Buy |
181,488
+35,343
| +24% | +$1.6M | 0.05% | 279 |
|
|
2020
Q4 | $6.42M | Buy |
146,145
+16,114
| +12% | +$665K | 0.04% | 310 |
|
|
2020
Q3 | $4.97M | Sell |
130,031
-13,048
| -9% | -$524K | 0.03% | 345 |
|
|
2020
Q2 | $5.43M | Sell |
143,079
-999
| -0.7% | -$34.8K | 0.04% | 338 |
|
|
2020
Q1 | $4.6M | Sell |
144,078
-22,569
| -14% | -$798K | 0.04% | 352 |
|
|
2019
Q4 | $6.46M | Buy |
166,647
+23,704
| +17% | +$857K | 0.04% | 377 |
|
|
2019
Q3 | $5.24M | Sell |
142,943
-8,822
| -6% | -$325K | 0.04% | 400 |
|
|
2019
Q2 | $5.26M | Buy |
151,765
+7,022
| +5% | +$226K | 0.03% | 417 |
|
|
2019
Q1 | $4.59M | Buy |
144,743
+26,605
| +23% | +$792K | 0.03% | 435 |
|
|
2018
Q4 | $3.22M | Sell |
118,138
-3,809
| -3% | -$112K | 0.03% | 455 |
|
|
2018
Q3 | $4.31M | Buy |
121,947
+10,413
| +9% | +$356K | 0.03% | 459 |
|
|
2018
Q2 | $3.66M | Buy |
111,534
+100,856
| +945% | +$3.22M | 0.03% | 473 |
|
|
2018
Q1 | $311K | Buy |
10,678
+417
| +4% | +$12.4K | ﹤0.01% | 1081 |
|
|
2017
Q4 | $294K | Sell |
10,261
-248
| -2% | -$7.47K | ﹤0.01% | 1121 |
|
|
2017
Q3 | $329K | Sell |
10,509
-66
| -0.6% | -$1.92K | ﹤0.01% | 1081 |
|
|
2017
Q2 | $288K | Buy |
+10,575
| New | +$277K | ﹤0.01% | 1086 |
|
|
2015
Q1 | – | Sell |
-61,852
| Closed | -$1.24M | – | 1263 |
|
|
2014
Q4 | $1.24M | Sell |
61,852
-77,299
| -56% | -$1.54M | 0.02% | 593 |
|
|
2014
Q3 | $3.06M | Buy |
139,151
+24,066
| +21% | +$516K | 0.05% | 333 |
|
|
2014
Q2 | $2.53M | Buy |
115,085
+105,038
| +1,045% | +$2.36M | 0.05% | 365 |
|
|
2014
Q1 | $245K | Buy |
+10,047
| New | +$247K | 0.01% | 831 |
|
|
2013
Q3 | – | Sell |
-16,429
| Closed | -$310K | – | 732 |
|
|
2013
Q2 | $310K | Buy |
+16,429
| New | +$324K | 0.01% | 593 |
|
Other funds holding PHG
MIP
FMI
CCM
BIP
United Capital Financial Advisors's PHG Position: Q2 2026 in Review
United Capital Financial Advisors increased its Philips (PHG) stake by 2.2% in Q2 2026, buying an estimated $5.14K and bringing the position to 8,971 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.
United Capital Financial Advisors first reported a position in PHG in Q2 2013 and has held it in 30 quarters since. The position peaked at $8.39M in Q1 2021. 362 funds tracked by Wall St. Rank hold PHG as of Q2 2026.
- United Capital Financial Advisors held 8,971 shares of Philips worth $244K as of Q2 2026.
- United Capital Financial Advisors bought 194 Philips shares in Q2 2026, an estimated $5.14K.
- Philips made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1462 holding.
- United Capital Financial Advisors first reported a position in Philips in Q2 2013 and has held it in 30 quarters since.
- United Capital Financial Advisors's Philips position peaked at $8.39M in Q1 2021.
- 362 funds tracked by Wall St. Rank held Philips as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.