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44 Wealth Management’s Philips PHG Stock Holding History

44 Wealth Management’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
2025
Q2 		– Sell
-28,088
Closed -$660K – 200
2025
Q1 		$660K Sell
28,088
-432
-2% -$10.6K 0.25% 117
2024
Q4 		$668K Sell
28,520
-1,861
-6% -$48.1K 0.26% 108
2024
Q3 		$897K Buy
+30,381
New +$807K 0.32% 103
2023
Q2 		$639K Sell
32,914
-353
-1% -$6.17K 0.22% 92
2023
Q1 		$523K Buy
33,267
+8,004
+32% +$115K 0.18% 106
2022
Q4 		$324K Sell
25,263
-1,055
-4% -$12.7K 0.11% 139
2022
Q3 		$347K Sell
26,318
-124
-0.5% -$2.01K 0.14% 120
2022
Q2 		$487K Buy
26,442
+7,991
+43% +$172K 0.19% 106
2022
Q1 		$465K Buy
18,451
+7,626
+70% +$208K 0.17% 117
2021
Q4 		$330K Sell
10,825
-384
-3% -$13K 0.11% 141
2021
Q3 		$411K Sell
11,209
-2,806
-20% -$107K 0.16% 119
2021
Q2 		$575K Sell
14,015
-74
-0.5% -$3.42K 0.22% 99
2021
Q1 		$652K Sell
14,089
-2,497
-15% -$113K 0.27% 81
2020
Q4 		$729K Buy
+16,586
New +$685K 0.33% 69

Other funds holding PHG

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

44 Wealth Management's PHG Position: Q2 2025 in Review

44 Wealth Management sold out of Philips (PHG) in Q2 2025, closing a stake of 28,088 shares — an estimated $660K sold.

44 Wealth Management first reported a position in PHG in Q4 2020 and held it in 14 quarters. The position peaked at $897K in Q3 2024. 294 funds tracked by Wall St. Rank hold PHG as of Q2 2025.

  • 44 Wealth Management reported no remaining Philips position as of Q2 2025 after selling out during the quarter.
  • 44 Wealth Management sold 28,088 Philips shares in Q2 2025, an estimated $660K.
  • 44 Wealth Management first reported a position in Philips in Q4 2020 and held it in 14 quarters.
  • 44 Wealth Management's Philips position peaked at $897K in Q3 2024.
  • 294 funds tracked by Wall St. Rank held Philips as of Q2 2025.

Based on 44 Wealth Management's 13F filing for Q2 2025, filed 15 Aug 2025.