Caldwell Sutter Capital’s Philips PHG Stock Holding History

Caldwell Sutter Capital’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	$41.9K	Hold	1,541	–	–	0.02%	423
2026 Q1	$40.7K	Hold	1,541	–	–	0.02%	403
2025 Q4	$40.2K	Hold	1,541	–	–	0.02%	393
2025 Q3	$40.5K	Hold	1,541	–	–	0.02%	393
2025 Q2	$35.6K	Sell	1,541 -1	-0.1%	-$22	0.02%	398
2025 Q1	$36.2K	Hold	1,542	–	–	0.02%	396
2024 Q4	$36.1K	Hold	1,542	–	–	0.02%	403
2024 Q3	$46.7K	Hold	1,542	–	–	0.02%	372
2024 Q2	$35.9K	Hold	1,542	–	–	0.02%	404
2024 Q1	$27.6K	Hold	1,542	–	–	0.01%	427
2023 Q4	$32.2K	Hold	1,542	–	–	0.02%	395
2023 Q3	$27.5K	Hold	1,542	–	–	0.02%	392
2023 Q2	$29.9K	Sell	1,542 -1	-0.1%	-$17	0.02%	383
2023 Q1	$24.2K	Hold	1,543	–	–	0.02%	318
2022 Q4	$19.8K	Buy	+1,543	New	+$18.6K	0.02%	224

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

Caldwell Sutter Capital's PHG Position: Q2 2026 in Review

Caldwell Sutter Capital held its Philips (PHG) position steady in Q2 2026 at 1,541 shares worth $41.9K. The position accounts for 0.02% of the portfolio, ranked #423.

Caldwell Sutter Capital first reported a position in PHG in Q4 2022 and has held it in 15 quarters since. The position peaked at $46.7K in Q3 2024. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

Caldwell Sutter Capital held 1,541 shares of Philips worth $41.9K as of Q2 2026.
Caldwell Sutter Capital left its Philips share count unchanged in Q2 2026.
Philips made up 0.02% of Caldwell Sutter Capital's portfolio in Q2 2026, its #423 holding.
Caldwell Sutter Capital first reported a position in Philips in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's Philips position peaked at $46.7K in Q3 2024.
363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.