Creative Financial Designs’s Philips PHG Stock Holding History

Creative Financial Designs’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	$2.11K	Buy	80 +25	+45%	+$707	﹤0.01%	1771
2025 Q4	$1.44K	Sell	55 -25	-31%	-$667	﹤0.01%	1740
2025 Q3	$2.1K	Buy	80 +25	+45%	+$642	﹤0.01%	1691
2025 Q2	$1.27K	Sell	55 -44	-44%	-$986	﹤0.01%	1745
2025 Q1	$2.34K	Buy	+99	New	+$2.42K	﹤0.01%	1644
2021 Q4	–	Sell	-108	Closed	-$4K	–	1379
2021 Q3	$4K	Hold	108	–	–	﹤0.01%	1205
2021 Q2	$4K	Sell	108 -2	-2%	-$92	﹤0.01%	1228
2021 Q1	$5K	Hold	110	–	–	﹤0.01%	1070
2020 Q4	$5K	Hold	110	–	–	﹤0.01%	988
2020 Q3	$4K	Buy	110 +1	+0.9%	+$40	﹤0.01%	982
2020 Q2	$4K	Buy	+109	New	+$3.79K	﹤0.01%	931

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Financial Designs's PHG Position: Q1 2026 in Review

Creative Financial Designs increased its Philips (PHG) stake by 45% in Q1 2026, buying an estimated $707 and bringing the position to 80 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

Creative Financial Designs first reported a position in PHG in Q2 2020 and has held it in 11 quarters since. The position peaked at $5K in Q1 2021. 341 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

Creative Financial Designs held 80 shares of Philips worth $2.11K as of Q1 2026.
Creative Financial Designs bought 25 Philips shares in Q1 2026, an estimated $707.
Philips made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1771 holding.
Creative Financial Designs first reported a position in Philips in Q2 2020 and has held it in 11 quarters since.
Creative Financial Designs's Philips position peaked at $5K in Q1 2021.
341 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.