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Concurrent Investment Advisors’s Philips PHG Stock Holding History

Concurrent Investment Advisors’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 		$1.19M Buy
43,726
+7,975
+22% +$211K 0.01% 927
2026
Q1 		$945K Sell
35,751
-3,750
-9% -$106K 0.01% 898
2025
Q4 		$1.03M Buy
39,501
+11,443
+41% +$305K 0.01% 820
2025
Q3 		$737K Buy
28,058
+1,438
+5% +$36.9K 0.01% 764
2025
Q2 		$615K Buy
26,620
+12,789
+92% +$287K 0.01% 770
2025
Q1 		$325K Buy
+13,831
New +$338K 0.01% 887

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

Concurrent Investment Advisors's PHG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Philips (PHG) stake by 22% in Q2 2026, buying an estimated $211K and bringing the position to 43,726 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #927.

Concurrent Investment Advisors first reported a position in PHG in Q1 2025 and has held it in 6 quarters since. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Concurrent Investment Advisors held 43,726 shares of Philips worth $1.19M as of Q2 2026.
  • Concurrent Investment Advisors bought 7,975 Philips shares in Q2 2026, an estimated $211K.
  • Philips made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #927 holding.
  • Concurrent Investment Advisors first reported a position in Philips in Q1 2025 and has held it in 6 quarters since.
  • 363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.