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Callan Family Office’s Philips PHG Stock Holding History

Callan Family Office’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 		$3.78M Sell
139,095
-3,233
-2% -$85.6K 0.07% 241
2026
Q1 		$3.76M Buy
142,328
+3,206
+2% +$90.7K 0.09% 234
2025
Q4 		$3.63M Buy
139,122
+115,025
+477% +$3.07M 0.08% 237
2025
Q3 		$633K Sell
24,097
-1,070
-4% -$27.5K 0.02% 474
2025
Q2 		$582K Buy
25,167
+15,251
+154% +$342K 0.02% 544
2025
Q1 		$233K Sell
9,916
-9,716
-49% -$238K 0.02% 495
2024
Q4 		$460K Buy
+19,632
New +$507K 0.03% 386

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

Callan Family Office's PHG Position: Q2 2026 in Review

Callan Family Office reduced its Philips (PHG) stake by 2.3% in Q2 2026, selling an estimated $85.6K and leaving 139,095 shares worth $3.78M. The position accounts for 0.07% of the portfolio, ranked #241.

Callan Family Office first reported a position in PHG in Q4 2024 and has held it in 7 quarters since. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Callan Family Office held 139,095 shares of Philips worth $3.78M as of Q2 2026.
  • Callan Family Office sold 3,233 Philips shares in Q2 2026, an estimated $85.6K.
  • Philips made up 0.07% of Callan Family Office's portfolio in Q2 2026, its #241 holding.
  • Callan Family Office first reported a position in Philips in Q4 2024 and has held it in 7 quarters since.
  • 363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.