James T. Borello RIA
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James T. Borello RIA’s Philips PHG Stock Holding History

James T. Borello RIA’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
Q3 		– Sell
-357
Closed -$9.7K – 1320
2026
Q2 		$9.7K Sell
357
-103
-22% -$2.73K ﹤0.01% 610
2026
Q1 		$12.2K Buy
460
+454
+7,567% +$12.8K ﹤0.01% 502
2025
Q4 		$162 Buy
+6
New +$160 ﹤0.01% 1043

Other funds holding PHG

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Inlet Private Wealth
Inlet Private Wealth Jupiter, Florida $413M AUM 26.33% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Bank of New Hampshire
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Benin Management Corp
Benin Management Corp Wilton, Connecticut $517M AUM 21.33% 1-Year Est. Return
Diversified Management
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

James T. Borello RIA's PHG Position: Q3 2026 in Review

James T. Borello RIA sold out of Philips (PHG) in Q3 2026, closing a stake of 357 shares — an estimated $9.7K sold.

James T. Borello RIA first reported a position in PHG in Q4 2025 and held it in 3 quarters. The position peaked at $12.2K in Q1 2026. 71 funds tracked by Wall St. Rank hold PHG as of Q3 2026.

  • James T. Borello RIA reported no remaining Philips position as of Q3 2026 after selling out during the quarter.
  • James T. Borello RIA sold 357 Philips shares in Q3 2026, an estimated $9.7K.
  • James T. Borello RIA first reported a position in Philips in Q4 2025 and held it in 3 quarters.
  • James T. Borello RIA's Philips position peaked at $12.2K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Philips as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.