Evergreen Capital Management’s Philips PHG Stock Holding History

Evergreen Capital Management’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	$553K	Sell	20,336 -608	-3%	-$16.1K	0.01%	844
2026 Q1	$553K	Buy	20,944 +2,087	+11%	+$59.1K	0.01%	728
2025 Q4	$492K	Buy	18,857 +1,239	+7%	+$33K	0.01%	753
2025 Q3	$463K	Buy	17,618 +4,596	+35%	+$118K	0.01%	702
2025 Q2	$301K	Buy	13,022 +4,125	+46%	+$92.4K	0.01%	802
2025 Q1	$209K	Sell	8,897 -4	-0%	-$98	0.01%	975
2024 Q4	$208K	Sell	8,901 -1,199	-12%	-$31K	0.01%	972
2024 Q3	$306K	Buy	10,100 +704	+7%	+$18.7K	0.01%	705
2024 Q2	$219K	Buy	+9,396	New	+$211K	0.01%	810

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

Evergreen Capital Management's PHG Position: Q2 2026 in Review

Evergreen Capital Management reduced its Philips (PHG) stake by 2.9% in Q2 2026, selling an estimated $16.1K and leaving 20,336 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #844.

Evergreen Capital Management first reported a position in PHG in Q2 2024 and has held it in 9 quarters since. The position peaked at $553K in Q1 2026. 364 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

Evergreen Capital Management held 20,336 shares of Philips worth $553K as of Q2 2026.
Evergreen Capital Management sold 608 Philips shares in Q2 2026, an estimated $16.1K.
Philips made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #844 holding.
Evergreen Capital Management first reported a position in Philips in Q2 2024 and has held it in 9 quarters since.
Evergreen Capital Management's Philips position peaked at $553K in Q1 2026.
364 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.