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RAFFA WEALTH MANAGEMENT, LLC’s Philips PHG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$3.43K Sell
126
-2
-2% -$53 ﹤0.01% 686
2026
Q1 		$3.37K Hold
128
– – ﹤0.01% 627
2025
Q4 		$3.33K Sell
128
-64
-33% -$1.71K ﹤0.01% 606
2025
Q3 		$5.04K Hold
192
– – ﹤0.01% 483
2025
Q2 		$4.44K Sell
192
-2
-1% -$45 ﹤0.01% 524
2025
Q1 		$4.55K Hold
194
– – ﹤0.01% 445
2024
Q4 		$4.53K Hold
194
– – ﹤0.01% 459
2024
Q3 		$5.86K Hold
194
– – ﹤0.01% 387
2024
Q2 		$4.51K Sell
194
-1
-0.5% -$22 ﹤0.01% 555
2024
Q1 		$3.48K Hold
195
– – ﹤0.01% 572
2023
Q4 		$4.06K Hold
195
– – ﹤0.01% 429
2023
Q3 		$3.47K Hold
195
– – ﹤0.01% 444
2023
Q2 		$3.77K Sell
195
-34
-15% -$595 ﹤0.01% 443
2023
Q1 		$3.6K Hold
229
– – ﹤0.01% 460
2022
Q4 		$2.94K Sell
229
-63
-22% -$760 ﹤0.01% 490
2022
Q3 		$3.85K Buy
292
+63
+28% +$1.02K ﹤0.01% 444
2022
Q2 		$4.22K Sell
229
-8
-3% -$172 ﹤0.01% 425
2022
Q1 		$5.98K Hold
237
– – ﹤0.01% 373
2021
Q4 		$7.22K Hold
237
– – ﹤0.01% 356
2021
Q3 		$8.71K Buy
237
+97
+69% +$3.69K ﹤0.01% 281
2021
Q2 		$5.76K Buy
140
+13
+10% +$601 ﹤0.01% 351
2021
Q1 		$5.87K Buy
127
+23
+22% +$1.04K ﹤0.01% 373
2020
Q4 		$4.55K Buy
104
+21
+25% +$867 ﹤0.01% 380
2020
Q3 		$3.16K Buy
83
+2
+2% +$80 ﹤0.01% 400
2020
Q2 		$3.09K Buy
81
+34
+72% +$1.18K ﹤0.01% 390
2020
Q1 		$1.49K Buy
+47
New +$1.66K ﹤0.01% 484
2017
Q1 		– Sell
-46
Closed -$1.04K – 724
2016
Q4 		$1.04K Hold
46
– – ﹤0.01% 427
2016
Q3 		$1.01K Hold
46
– – ﹤0.01% 419
2016
Q2 		$848 Hold
46
– – ﹤0.01% 452
2016
Q1 		$942 Hold
46
– – ﹤0.01% 408
2015
Q4 		$840 Hold
46
– – ﹤0.01% 452
2015
Q3 		$774 Hold
46
– – ﹤0.01% 467
2015
Q2 		$840 Sell
46
-2
-4% -$39 ﹤0.01% 444
2015
Q1 		$935 Buy
+48
New +$957 ﹤0.01% 406

Other funds holding PHG

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
TH
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
BE
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

RAFFA WEALTH MANAGEMENT, LLC's PHG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Philips (PHG) stake by 1.6% in Q2 2026, selling an estimated $53 and leaving 126 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PHG in Q1 2015 and has held it in 34 quarters since. The position peaked at $8.71K in Q3 2021. 96 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 126 shares of Philips worth $3.43K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 2 Philips shares in Q2 2026, an estimated $53.
  • Philips made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #686 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Philips in Q1 2015 and has held it in 34 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Philips position peaked at $8.71K in Q3 2021.
  • 96 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.