WBC
PHG icon

West Branch Capital’s Philips PHG Stock Holding History

West Branch Capital’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 		$3.35K Buy
+123
New +$3.26K ﹤0.01% 287
2024
Q4 		– Sell
-1
Closed -$29 – 605
2024
Q3 		$29 Buy
+1
New +$27 ﹤0.01% 622

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 22.96% 1-Year Est. Return

West Branch Capital's PHG Position: Q2 2026 in Review

West Branch Capital opened a new position in Philips (PHG) in Q2 2026: 123 shares worth $3.35K. The stake represents ﹤0.01% of the portfolio and ranks #287 among its holdings. This is a return to the name: West Branch Capital previously reported a position in PHG as recently as Q3 2024.

West Branch Capital first reported a position in PHG in Q3 2024 and has held it in 2 quarters since. 364 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • West Branch Capital held 123 shares of Philips worth $3.35K as of Q2 2026.
  • Philips was a new West Branch Capital position in Q2 2026.
  • Philips made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #287 holding.
  • West Branch Capital first reported a position in Philips in Q3 2024 and has held it in 2 quarters since.
  • 364 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.