Position in PHG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$309,884
+$8,950 QoQ
Shares Held
11,397
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#179
of 361 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PHG Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,788,133 across 8 Medical Devices names. PHG ranks #6 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
15,838 | $1,239,006 | |
| 2 | ABT |
Abbott Laboratories
|
7,481 | $678,825 | |
| 3 | UFPT |
Ufp Technologies Inc
|
1,386 | $367,470 | |
| 4 | EW |
Edwards Lifesciences Corp
|
3,832 | $346,642 | |
| 5 | SYK |
Stryker Corp
|
1,087 | $342,231 | |
| 6 | PHG |
Koninklijke Philips NV
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|
11,397 | $309,884 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
3,290 | $283,236 | |
| 8 | IRMD |
Iradimed Corp
|
2,311 | $220,839 |
All Filings in PHG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,884 | 11,397 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $300,934 | 10,983 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $232,969 | 8,603 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $204,041 | 7,485 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $203,997 | 8,507 | Shares | Defined | 2025-08-12 | |
| 2024-09-30 | $262,937 | 8,036 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $204,926 | 8,132 | Shares | Defined | 2024-08-09 | |
| 2021-06-30 | $201,980 | 4,064 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $219,679 | 3,852 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $206,766 | 3,817 | Shares | Defined | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||