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Whipplewood Advisors’s Philips PHG Stock Holding History

Whipplewood 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 		$8.95K Sell
329
-701
-68% -$18.6K 0.01% 259
2026
Q1 		$27.2K Buy
1,030
+929
+920% +$26.3K 0.01% 344
2025
Q4 		$2.63K Buy
+101
New +$2.69K ﹤0.01% 330
2025
Q3 		– Sell
-2,186
Closed -$50.6K – 928
2025
Q2 		$50.6K Buy
2,186
+547
+33% +$12.3K 0.03% 313
2025
Q1 		$54.9K Sell
1,639
-696
-30% -$17K 0.03% 293
2024
Q4 		$54.7K Buy
+2,335
New +$60.3K 0.03% 301

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

Whipplewood Advisors's PHG Position: Q2 2026 in Review

Whipplewood Advisors reduced its Philips (PHG) stake by 68% in Q2 2026, selling an estimated $18.6K and leaving 329 shares worth $8.95K. The position accounts for 0.01% of the portfolio, ranked #259.

Whipplewood Advisors first reported a position in PHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $54.9K in Q1 2025. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Whipplewood Advisors held 329 shares of Philips worth $8.95K as of Q2 2026.
  • Whipplewood Advisors sold 701 Philips shares in Q2 2026, an estimated $18.6K.
  • Philips made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #259 holding.
  • Whipplewood Advisors first reported a position in Philips in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Philips position peaked at $54.9K in Q1 2025.
  • 363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.