Cerity Partners
PHG icon

Cerity Partners’s Philips PHG Stock Holding History

Cerity 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 		$3.82M Buy
140,446
+15,082
+12% +$399K ﹤0.01% 1232
2026
Q1 		$3.31M Buy
125,364
+38,119
+44% +$1.08M ﹤0.01% 1207
2025
Q4 		$2.28M Buy
87,245
+4,797
+6% +$128K ﹤0.01% 1316
2025
Q3 		$2.17M Sell
82,448
-1,042
-1% -$26.7K ﹤0.01% 1261
2025
Q2 		$1.93M Sell
83,490
-3,820
-4% -$85.6K ﹤0.01% 1234
2025
Q1 		$2.05M Buy
87,310
+20,438
+31% +$500K ﹤0.01% 1119
2024
Q4 		$1.68M Buy
66,872
+1,890
+3% +$48.8K ﹤0.01% 1181
2024
Q3 		$1.97M Buy
64,982
+9,324
+17% +$248K ﹤0.01% 1100
2024
Q2 		$1.3M Sell
55,658
-8,905
-14% -$200K ﹤0.01% 1106
2024
Q1 		$1.15M Buy
64,563
+14,912
+30% +$286K ﹤0.01% 1215
2023
Q4 		$1.04M Buy
49,651
+3,556
+8% +$64.7K ﹤0.01% 972
2023
Q3 		$822K Sell
46,095
-2,703
-6% -$51.9K ﹤0.01% 814
2023
Q2 		$947K Buy
48,798
+3,340
+7% +$58.4K ﹤0.01% 941
2023
Q1 		$715K Buy
45,458
+5,358
+13% +$77K ﹤0.01% 1127
2022
Q4 		$515K Buy
40,100
+14,691
+58% +$177K ﹤0.01% 938
2022
Q3 		$334K Buy
+25,409
New +$413K ﹤0.01% 849
2019
Q4 		– Sell
-9,546
Closed -$350K – 561
2019
Q3 		$350K Buy
+9,546
New +$351K 0.02% 371
2019
Q2 		– Sell
-16,874
Closed -$535K – 562
2019
Q1 		$535K Buy
16,874
+8,566
+103% +$255K 0.04% 316
2018
Q4 		$226K Buy
8,308
+116
+1% +$3.42K 0.02% 455
2018
Q3 		$289K Buy
8,192
+1,269
+18% +$43.4K 0.02% 424
2018
Q2 		$227K Buy
+6,923
New +$221K 0.02% 489

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 22.9% 1-Year Est. Return

Cerity Partners's PHG Position: Q2 2026 in Review

Cerity Partners increased its Philips (PHG) stake by 12% in Q2 2026, buying an estimated $399K and bringing the position to 140,446 shares worth $3.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Cerity Partners first reported a position in PHG in Q2 2018 and has held it in 21 quarters since. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Cerity Partners held 140,446 shares of Philips worth $3.82M as of Q2 2026.
  • Cerity Partners bought 15,082 Philips shares in Q2 2026, an estimated $399K.
  • Philips made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1232 holding.
  • Cerity Partners first reported a position in Philips in Q2 2018 and has held it in 21 quarters since.
  • 363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.