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Wealthspire Advisors (New York)’s Philips PHG Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,203
Closed -$31.6K – 2356
2025
Q3 		$31.6K Buy
+1,203
New +$30.9K ﹤0.01% 1431
2021
Q2 		– Sell
-5,492
Closed -$254K – 584
2021
Q1 		$254K Buy
+5,492
New +$249K 0.01% 608
2020
Q2 		– Sell
-13,350
Closed -$426K – 461
2020
Q1 		$426K Buy
+13,350
New +$472K 0.02% 323
2019
Q1 		– Sell
-537
Closed -$15K – 596
2018
Q4 		$15K Buy
+537
New +$15.9K ﹤0.01% 406

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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 22.96% 1-Year Est. Return

Wealthspire Advisors (New York)'s PHG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Philips (PHG) in Q4 2025, closing a stake of 1,203 shares — an estimated $31.6K sold.

Wealthspire Advisors (New York) first reported a position in PHG in Q4 2018 and held it in 4 quarters. The position peaked at $426K in Q1 2020. 332 funds tracked by Wall St. Rank hold PHG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Philips position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,203 Philips shares in Q4 2025, an estimated $31.6K.
  • Wealthspire Advisors (New York) first reported a position in Philips in Q4 2018 and held it in 4 quarters.
  • Wealthspire Advisors (New York)'s Philips position peaked at $426K in Q1 2020.
  • 332 funds tracked by Wall St. Rank held Philips as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.