Dmitry Balyasny’s Philips PHG Stock Holding History

Dmitry Balyasny’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
2021 Q4	–	Sell	-417,665	Closed	-$13.2M	–	2514
2021 Q3	$13.2M	Buy	+417,665	New	+$15.9M	0.06%	471

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

Dmitry Balyasny's PHG Position: Q2 2026 in Review

Dmitry Balyasny sold out of Philips (PHG) in Q2 2026, closing a stake of 270,337 shares — an estimated $7.14M sold.

Dmitry Balyasny first reported a position in PHG in Q4 2014 and held it in 21 quarters. The position peaked at $28.2M in Q2 2015. 362 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

Dmitry Balyasny reported no remaining Philips position as of Q2 2026 after selling out during the quarter.
Dmitry Balyasny sold 270,337 Philips shares in Q2 2026, an estimated $7.14M.
Dmitry Balyasny first reported a position in Philips in Q4 2014 and held it in 21 quarters.
Dmitry Balyasny's Philips position peaked at $28.2M in Q2 2015.
362 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.