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Atria Investments’s Philips PHG Stock Holding History

Atria Investments’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 		$831K Buy
30,559
+5,953
+24% +$158K 0.01% 1213
2026
Q1 		$650K Buy
24,606
+3,193
+15% +$90.3K 0.01% 1302
2025
Q4 		$559K Buy
21,413
+591
+3% +$15.8K 0.01% 1376
2025
Q3 		$547K Sell
20,822
-457
-2% -$11.7K 0.01% 1368
2025
Q2 		$492K Buy
21,279
+945
+5% +$21.2K 0.01% 1425
2025
Q1 		$478K Sell
20,334
-215
-1% -$5.26K 0.01% 1383
2024
Q4 		$481K Buy
20,549
+801
+4% +$20.7K 0.01% 1351
2024
Q3 		$598K Sell
19,748
-12,554
-39% -$334K 0.01% 1238
2024
Q2 		$753K Buy
+32,302
New +$726K 0.01% 1091
2021
Q3 		– Sell
-25,156
Closed -$1.03M – 817
2021
Q2 		$1.03M Buy
+25,156
New +$1.16M 0.02% 744
2020
Q1 		– Sell
-10,245
Closed -$397K – 1008
2019
Q4 		$397K Buy
+10,245
New +$371K 0.01% 873
2014
Q2 		– Sell
-27,622
Closed -$673K – 447
2014
Q1 		$673K Buy
27,622
+3,544
+15% +$87K 0.07% 237
2013
Q4 		$617K Buy
24,078
+760
+3% +$18.3K 0.06% 252
2013
Q3 		$521K Buy
+23,318
New +$509K 0.05% 274

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

Atria Investments's PHG Position: Q2 2026 in Review

Atria Investments increased its Philips (PHG) stake by 24% in Q2 2026, buying an estimated $158K and bringing the position to 30,559 shares worth $831K. The position accounts for 0.01% of the portfolio, ranked #1213.

Atria Investments first reported a position in PHG in Q3 2013 and has held it in 14 quarters since. The position peaked at $1.03M in Q2 2021. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Atria Investments held 30,559 shares of Philips worth $831K as of Q2 2026.
  • Atria Investments bought 5,953 Philips shares in Q2 2026, an estimated $158K.
  • Philips made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1213 holding.
  • Atria Investments first reported a position in Philips in Q3 2013 and has held it in 14 quarters since.
  • Atria Investments's Philips position peaked at $1.03M in Q2 2021.
  • 363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.