Corient Private Wealth
PHG icon

Corient Private Wealth’s Philips PHG Stock Holding History

Corient Private Wealth’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
Q1 		$1.24M Sell
49,308
-61,205
-55% -$1.73M ﹤0.01% 1520
2025
Q4 		$2.86M Buy
110,513
+41,690
+61% +$1.11M ﹤0.01% 1337
2025
Q3 		$1.81M Buy
68,823
+24,353
+55% +$625K ﹤0.01% 1116
2025
Q2 		$1.03M Sell
44,470
-1,891
-4% -$42.4K ﹤0.01% 1354
2025
Q1 		$1.09M Sell
46,361
-21,624
-32% -$529K ﹤0.01% 1236
2024
Q4 		$1.59M Sell
67,985
-16,565
-20% -$428K ﹤0.01% 1088
2024
Q3 		$2.56M Buy
84,550
+19,824
+31% +$527K ﹤0.01% 987
2024
Q2 		$1.51M Buy
64,726
+8,943
+16% +$201K ﹤0.01% 1158
2024
Q1 		$998K Sell
55,783
-16,575
-23% -$317K ﹤0.01% 1315
2023
Q4 		$1.51M Buy
72,358
+12,534
+21% +$228K ﹤0.01% 1128
2023
Q3 		$1.06M Sell
59,824
-10,552
-15% -$202K ﹤0.01% 1168
2023
Q2 		$1.36M Sell
70,376
-2,552
-3% -$44.6K ﹤0.01% 1047
2023
Q1 		$1.15M Buy
72,928
+48,736
+201% +$701K ﹤0.01% 1033
2022
Q4 		$310K Buy
+24,192
New +$292K ﹤0.01% 1321

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Corient Private Wealth's PHG Position: Q1 2026 in Review

Corient Private Wealth reduced its Philips (PHG) stake by 55% in Q1 2026, selling an estimated $1.73M and leaving 49,308 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Corient Private Wealth first reported a position in PHG in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.86M in Q4 2025. 341 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • Corient Private Wealth held 49,308 shares of Philips worth $1.24M as of Q1 2026.
  • Corient Private Wealth sold 61,205 Philips shares in Q1 2026, an estimated $1.73M.
  • Philips made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1520 holding.
  • Corient Private Wealth first reported a position in Philips in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Philips position peaked at $2.86M in Q4 2025.
  • 341 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.