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Valeo Financial Advisors’s Philips PHG Stock Holding History

Valeo Financial 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
Q3 		$224K Buy
+9,166
New +$241K ﹤0.01% 740
2023
Q3 		– Sell
-11,759
Closed -$228K – 670
2023
Q2 		$228K Sell
11,759
-1,084
-8% -$19K 0.01% 501
2023
Q1 		$202K Buy
+12,843
New +$185K 0.01% 550
2021
Q2 		– Sell
-1,277
Closed -$59K – 1443
2021
Q1 		$59K Sell
1,277
-315
-20% -$14.3K ﹤0.01% 802
2020
Q4 		$70K Buy
1,592
+148
+10% +$6.11K ﹤0.01% 673
2020
Q3 		$55K Sell
1,444
-1,471
-50% -$59K ﹤0.01% 633
2020
Q2 		$111K Buy
2,915
+1,496
+105% +$52.1K 0.01% 477
2020
Q1 		$46K Buy
1,419
+268
+23% +$9.48K ﹤0.01% 637
2019
Q4 		$45K Hold
1,151
– – ﹤0.01% 693
2019
Q3 		$42K Sell
1,151
-58
-5% -$2.13K ﹤0.01% 657
2019
Q2 		$42K Buy
1,209
+30
+3% +$964 ﹤0.01% 654
2019
Q1 		$37K Hold
1,179
– – ﹤0.01% 631
2018
Q4 		$32K Sell
1,179
-251
-18% -$7.41K ﹤0.01% 596
2018
Q3 		$41K Buy
1,430
+251
+21% +$8.58K 0.01% 589
2018
Q2 		$39K Sell
1,179
-647
-35% -$20.7K 0.01% 600
2018
Q1 		$53K Buy
1,826
+1,282
+236% +$38.1K 0.01% 478
2017
Q4 		$16K Sell
544
-1,362
-71% -$41.1K ﹤0.01% 724
2017
Q3 		$60K Buy
+1,906
New +$55.5K 0.01% 379

Other funds holding PHG

BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Valeo Financial Advisors's PHG Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Philips (PHG) in Q3 2026: 9,166 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #740 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in PHG as recently as Q2 2023.

Valeo Financial Advisors first reported a position in PHG in Q3 2017 and has held it in 18 quarters since. The position peaked at $228K in Q2 2023. 16 funds tracked by Wall St. Rank hold PHG as of Q3 2026.

  • Valeo Financial Advisors held 9,166 shares of Philips worth $224K as of Q3 2026.
  • Philips was a new Valeo Financial Advisors position in Q3 2026.
  • Philips made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #740 holding.
  • Valeo Financial Advisors first reported a position in Philips in Q3 2017 and has held it in 18 quarters since.
  • Valeo Financial Advisors's Philips position peaked at $228K in Q2 2023.
  • 16 funds tracked by Wall St. Rank held Philips as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.