Wealth Enhancement Advisory Services’s Philips PHG Stock Holding History

Wealth Enhancement Advisory Services’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	$1.58M	Buy	57,738 +5,065	+10%	+$134K	﹤0.01%	1736
2026 Q1	$1.38M	Sell	52,673 -25,430	-33%	-$720K	﹤0.01%	1600
2025 Q4	$2.16M	Buy	78,103 +3,238	+4%	+$86.4K	﹤0.01%	1465
2025 Q3	$2.01M	Sell	74,865 -1,087	-1%	-$27.9K	﹤0.01%	1438
2025 Q2	$1.77M	Sell	75,952 -32,300	-30%	-$724K	﹤0.01%	1418
2025 Q1	$2.54M	Buy	108,252 +1,229	+1%	+$30.1K	﹤0.01%	1128
2024 Q4	$2.51M	Buy	107,023 +9,217	+9%	+$238K	﹤0.01%	1061
2024 Q3	$2.96M	Buy	97,806 +35,773	+58%	+$951K	0.01%	902
2024 Q2	$1.45M	Sell	62,033 -5,452	-8%	-$122K	﹤0.01%	1122
2024 Q1	$1.21M	Buy	67,485 +4,350	+7%	+$83.3K	﹤0.01%	1154
2023 Q4	$1.32M	Buy	63,135 +13,153	+26%	+$239K	﹤0.01%	1054
2023 Q3	$892K	Buy	+49,982	New	+$959K	﹤0.01%	1151

Other funds holding PHG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services's PHG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Philips (PHG) stake by 9.6% in Q2 2026, buying an estimated $134K and bringing the position to 57,738 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Wealth Enhancement Advisory Services first reported a position in PHG in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.96M in Q3 2024. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

Wealth Enhancement Advisory Services held 57,738 shares of Philips worth $1.58M as of Q2 2026.
Wealth Enhancement Advisory Services bought 5,065 Philips shares in Q2 2026, an estimated $134K.
Philips made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1736 holding.
Wealth Enhancement Advisory Services first reported a position in Philips in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Philips position peaked at $2.96M in Q3 2024.
363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.