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Callan Capital’s Philips PHG Stock Holding History

Callan 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
2025
Q1 		$238K Buy
+10,126
New +$248K 0.02% 323
2024
Q4 		– Sell
-9,670
Closed -$293K – 368
2024
Q3 		$293K Buy
+9,670
New +$257K 0.02% 266

Other funds holding PHG

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Callan Capital's PHG Position: Q1 2025 in Review

Callan Capital opened a new position in Philips (PHG) in Q1 2025: 10,126 shares worth $238K. The stake represents 0.02% of the portfolio and ranks #323 among its holdings. This is a return to the name: Callan Capital previously reported a position in PHG as recently as Q3 2024.

Callan Capital first reported a position in PHG in Q3 2024 and has held it in 2 quarters since. The position peaked at $293K in Q3 2024. 314 funds tracked by Wall St. Rank hold PHG as of Q1 2025.

  • Callan Capital held 10,126 shares of Philips worth $238K as of Q1 2025.
  • Philips was a new Callan Capital position in Q1 2025.
  • Philips made up 0.02% of Callan Capital's portfolio in Q1 2025, its #323 holding.
  • Callan Capital first reported a position in Philips in Q3 2024 and has held it in 2 quarters since.
  • Callan Capital's Philips position peaked at $293K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Philips as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.