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Fiduciary Management Inc’s Philips PHG Stock Holding History

Fiduciary Management Inc’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 		$136M Sell
5,161,694
-1,624,359
-24% -$46M 1.69% 27
2025
Q4 		$177M Sell
6,786,053
-659,729
-9% -$17.6M 1.95% 15
2025
Q3 		$196M Sell
7,445,782
-294,768
-4% -$7.56M 1.98% 15
2025
Q2 		$179M Sell
7,740,550
-384,023
-5% -$8.61M 1.72% 23
2025
Q1 		$191M Buy
8,124,573
+1,447,530
+22% +$35.4M 1.84% 19
2024
Q4 		$156M Sell
6,677,043
-314,451
-4% -$8.12M 1.46% 27
2024
Q3 		$212M Sell
6,991,494
-255,911
-4% -$6.8M 1.85% 17
2024
Q2 		$169M Sell
7,247,405
-404,586
-5% -$9.09M 1.57% 23
2024
Q1 		$137M Sell
7,651,991
-413,557
-5% -$7.92M 1.22% 39
2023
Q4 		$168M Sell
8,065,548
-560,686
-6% -$10.2M 1.57% 27
2023
Q3 		$154M Sell
8,626,234
-368,474
-4% -$7.07M 1.57% 24
2023
Q2 		$175M Sell
8,994,708
-718,319
-7% -$12.6M 1.76% 25
2023
Q1 		$153M Sell
9,713,027
-433,268
-4% -$6.23M 1.54% 27
2022
Q4 		$130M Buy
10,146,295
+2,140,196
+27% +$25.8M 1.32% 30
2022
Q3 		$106M Sell
8,006,099
-416,343
-5% -$6.76M 1.11% 33
2022
Q2 		$155M Sell
8,422,442
-584,869
-6% -$12.6M 1.47% 31
2022
Q1 		$227M Buy
9,007,311
+626,736
+7% +$17.1M 1.83% 24
2021
Q4 		$255M Sell
8,380,575
-817,142
-9% -$27.8M 1.88% 25
2021
Q3 		$338M Buy
9,197,717
+851,736
+10% +$32.4M 2.52% 13
2021
Q2 		$343M Buy
8,345,981
+296,343
+4% +$13.7M 2.52% 13
2021
Q1 		$372M Sell
8,049,638
-149,394
-2% -$6.78M 2.79% 12
2020
Q4 		$360M Sell
8,199,032
-108,368
-1% -$4.47M 2.73% 13
2020
Q3 		$318M Sell
8,307,400
-290,889
-3% -$11.7M 2.62% 14
2020
Q2 		$327M Buy
8,598,289
+617,354
+8% +$21.5M 2.74% 13
2020
Q1 		$255M Buy
+7,980,935
New +$282M 2.22% 25

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fiduciary Management Inc's PHG Position: Q1 2026 in Review

Fiduciary Management Inc reduced its Philips (PHG) stake by 24% in Q1 2026, selling an estimated $46M and leaving 5,161,694 shares worth $136M. The position accounts for 1.69% of the portfolio, ranked #27.

Fiduciary Management Inc first reported a position in PHG in Q1 2020 and has held it in 25 quarters since. The position peaked at $372M in Q1 2021. 341 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • Fiduciary Management Inc held 5,161,694 shares of Philips worth $136M as of Q1 2026.
  • Fiduciary Management Inc sold 1,624,359 Philips shares in Q1 2026, an estimated $46M.
  • Philips made up 1.69% of Fiduciary Management Inc's portfolio in Q1 2026, its #27 holding.
  • Fiduciary Management Inc first reported a position in Philips in Q1 2020 and has held it in 25 quarters since.
  • Fiduciary Management Inc's Philips position peaked at $372M in Q1 2021.
  • 341 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on Fiduciary Management Inc's 13F filing for Q1 2026, filed 14 May 2026.