BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Philips PHG Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	-536	Closed	-$14.6K	–	2291
2026 Q2	$14.6K	Buy	536 +36	+7%	+$953	﹤0.01%	1396
2026 Q1	$13.2K	Sell	500 -74	-13%	-$2.09K	﹤0.01%	1469
2025 Q4	$15K	Buy	574 +10	+2%	+$267	﹤0.01%	1427
2025 Q3	$14.8K	Sell	564 -123	-18%	-$3.16K	﹤0.01%	1380
2025 Q2	$15.9K	Buy	687 +68	+11%	+$1.52K	﹤0.01%	1316
2025 Q1	$14.6K	Sell	619 -12	-2%	-$294	﹤0.01%	1374
2024 Q4	$14.8K	Sell	631 -51	-7%	-$1.32K	﹤0.01%	1283
2024 Q3	$20.6K	Buy	+682	New	+$18.1K	﹤0.01%	1243

Other funds holding PHG

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return

Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return

Becker Capital Management Portland, Oregon $3.69B AUM 25.93% 1-Year Est. Return

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s PHG Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Philips (PHG) in Q3 2026, closing a stake of 536 shares — an estimated $14.6K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in PHG in Q3 2024 and held it in 8 quarters. The position peaked at $20.6K in Q3 2024. 280 funds tracked by Wall St. Rank hold PHG as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Philips position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 536 Philips shares in Q3 2026, an estimated $14.6K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Philips in Q3 2024 and held it in 8 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Philips position peaked at $20.6K in Q3 2024.
280 funds tracked by Wall St. Rank held Philips as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.