Carmel Capital Partners’s Philips PHG Stock Holding History

Carmel Capital Partners’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	$2.31M	Sell	85,126 -34,070	-29%	-$902K	0.76%	38
2026 Q1	$3.15M	Sell	119,196 -724	-0.6%	-$20.5K	1.14%	23
2025 Q4	$3.13M	Buy	119,920 +44,022	+58%	+$1.17M	1.1%	25
2025 Q3	$1.99M	Sell	75,898 -20,811	-22%	-$534K	0.84%	25
2025 Q2	$2.24M	Buy	96,709 +35,679	+58%	+$800K	0.78%	32
2025 Q1	$1.43M	Buy	61,030 +3,698	+6%	+$90.5K	0.56%	45
2024 Q4	$1.34M	Buy	57,332 +3,998	+7%	+$103K	0.54%	44
2024 Q3	$1.61M	Buy	+53,334	New	+$1.42M	0.62%	33
2023 Q4	–	Sell	-457	Closed	-$8.15K	–	541
2023 Q3	$8.15K	Buy	+457	New	+$8.77K	﹤0.01%	492

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

Carmel Capital Partners's PHG Position: Q2 2026 in Review

Carmel Capital Partners reduced its Philips (PHG) stake by 29% in Q2 2026, selling an estimated $902K and leaving 85,126 shares worth $2.31M. The position accounts for 0.76% of the portfolio, ranked #38.

Carmel Capital Partners first reported a position in PHG in Q3 2023 and has held it in 9 quarters since. The position peaked at $3.15M in Q1 2026. 364 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

Carmel Capital Partners held 85,126 shares of Philips worth $2.31M as of Q2 2026.
Carmel Capital Partners sold 34,070 Philips shares in Q2 2026, an estimated $902K.
Philips made up 0.76% of Carmel Capital Partners's portfolio in Q2 2026, its #38 holding.
Carmel Capital Partners first reported a position in Philips in Q3 2023 and has held it in 9 quarters since.
Carmel Capital Partners's Philips position peaked at $3.15M in Q1 2026.
364 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.