Valued Wealth Advisors’s Philips PHG Stock Holding History

Valued 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 Q2	$4.68K	Hold	172	–	–	﹤0.01%	463
2026 Q1	$4.55K	Hold	172	–	–	﹤0.01%	419
2025 Q4	$4.5K	Hold	172	–	–	﹤0.01%	321
2025 Q3	$4.53K	Hold	172	–	–	﹤0.01%	297
2025 Q2	$3.98K	Sell	172 -1	-0.6%	-$22	﹤0.01%	312
2025 Q1	$4.06K	Hold	173	–	–	﹤0.01%	332
2024 Q4	$4.05K	Hold	173	–	–	﹤0.01%	330
2024 Q3	$5.24K	Hold	173	–	–	﹤0.01%	277
2024 Q2	$4.03K	Hold	173	–	–	﹤0.01%	295
2024 Q1	$3.1K	Hold	173	–	–	﹤0.01%	305
2023 Q4	$3.09K	Buy	+173	New	+$3.15K	﹤0.01%	256

Other funds holding PHG

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Transmarket Holdings Chicago, Illinois $136M AUM

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

HCMT

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

BMC

Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Valued Wealth Advisors's PHG Position: Q2 2026 in Review

Valued Wealth Advisors held its Philips (PHG) position steady in Q2 2026 at 172 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Valued Wealth Advisors first reported a position in PHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.24K in Q3 2024. 78 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

Valued Wealth Advisors held 172 shares of Philips worth $4.68K as of Q2 2026.
Valued Wealth Advisors left its Philips share count unchanged in Q2 2026.
Philips made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #463 holding.
Valued Wealth Advisors first reported a position in Philips in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Philips position peaked at $5.24K in Q3 2024.
78 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.