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Caldwell Trust’s Philips PHG Stock Holding History

Caldwell Trust’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 		$707 Buy
+26
New +$689 ﹤0.01% 801

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 22.96% 1-Year Est. Return

Caldwell Trust's PHG Position: Q2 2026 in Review

Caldwell Trust opened a new position in Philips (PHG) in Q2 2026: 26 shares worth $707. The stake represents ﹤0.01% of the portfolio and ranks #801 among its holdings.

362 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Caldwell Trust held 26 shares of Philips worth $707 as of Q2 2026.
  • Philips was a new Caldwell Trust position in Q2 2026.
  • Philips made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #801 holding.
  • 362 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.