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Waverly Advisors’s Philips PHG Stock Holding History

Waverly 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 		$224K Sell
8,246
-629
-7% -$16.7K ﹤0.01% 1572
2026
Q1 		$234K Sell
8,875
-3,450
-28% -$97.6K ﹤0.01% 1430
2025
Q4 		$322K Buy
12,325
+1,923
+18% +$51.3K ﹤0.01% 1176
2025
Q3 		$273K Sell
10,402
-722
-6% -$18.5K ﹤0.01% 1078
2025
Q2 		$257K Buy
11,124
+245
+2% +$5.49K ﹤0.01% 1029
2025
Q1 		$256K Buy
10,879
+2,008
+23% +$49.1K ﹤0.01% 982
2024
Q4 		$208K Buy
8,871
+176
+2% +$4.55K ﹤0.01% 917
2024
Q3 		$263K Sell
8,695
-3,401
-28% -$90.4K ﹤0.01% 716
2024
Q2 		$282K Buy
+12,096
New +$272K 0.01% 682

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Waverly Advisors's PHG Position: Q2 2026 in Review

Waverly Advisors reduced its Philips (PHG) stake by 7.1% in Q2 2026, selling an estimated $16.7K and leaving 8,246 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Waverly Advisors first reported a position in PHG in Q2 2024 and has held it in 9 quarters since. The position peaked at $322K in Q4 2025. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Waverly Advisors held 8,246 shares of Philips worth $224K as of Q2 2026.
  • Waverly Advisors sold 629 Philips shares in Q2 2026, an estimated $16.7K.
  • Philips made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1572 holding.
  • Waverly Advisors first reported a position in Philips in Q2 2024 and has held it in 9 quarters since.
  • Waverly Advisors's Philips position peaked at $322K in Q4 2025.
  • 363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.