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Avantra Family Wealth’s Philips PHG Stock Holding History

Avantra Family Wealth’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
Q3 		– Sell
-17,464
Closed -$404K – 176
2025
Q2 		$404K Sell
17,464
-2,423
-12% -$54.3K 0.33% 87
2025
Q1 		$467K Sell
19,887
-736
-4% -$18K 0.45% 80
2024
Q4 		$483K Buy
+20,623
New +$533K 0.45% 81

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
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 22.9% 1-Year Est. Return

Avantra Family Wealth's PHG Position: Q3 2025 in Review

Avantra Family Wealth sold out of Philips (PHG) in Q3 2025, closing a stake of 17,464 shares — an estimated $404K sold.

Avantra Family Wealth first reported a position in PHG in Q4 2024 and held it in 3 quarters. The position peaked at $483K in Q4 2024. 313 funds tracked by Wall St. Rank hold PHG as of Q3 2025.

  • Avantra Family Wealth reported no remaining Philips position as of Q3 2025 after selling out during the quarter.
  • Avantra Family Wealth sold 17,464 Philips shares in Q3 2025, an estimated $404K.
  • Avantra Family Wealth first reported a position in Philips in Q4 2024 and held it in 3 quarters.
  • Avantra Family Wealth's Philips position peaked at $483K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held Philips as of Q3 2025.

Based on Avantra Family Wealth's 13F filing for Q3 2025, filed 28 Oct 2025.