Burk Holdings’s Philips PHG Stock Holding History

Burk Holdings’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	$2.34K	Sell	86 -1	-1%	-$26	﹤0.01%	480
2026 Q1	$2.3K	Buy	+87	New	+$2.46K	﹤0.01%	483

Other funds holding PHG

MIP

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Burk Holdings's PHG Position: Q2 2026 in Review

Burk Holdings reduced its Philips (PHG) stake by 1.1% in Q2 2026, selling an estimated $26 and leaving 86 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Burk Holdings first reported a position in PHG in Q1 2026 and has held it in 2 quarters since. 362 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

Burk Holdings held 86 shares of Philips worth $2.34K as of Q2 2026.
Burk Holdings sold 1 Philips share in Q2 2026, an estimated $26.
Philips made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #480 holding.
Burk Holdings first reported a position in Philips in Q1 2026 and has held it in 2 quarters since.
362 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.