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First Affirmative Financial Network’s Philips PHG Stock Holding History

First Affirmative Financial Network’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 		$378K Buy
+14,303
New +$405K 0.15% 178
2025
Q3 		$311K Buy
11,842
+570
+5% +$14.6K 0.15% 182
2025
Q2 		$261K Buy
11,272
+73
+0.7% +$1.64K 0.13% 197
2025
Q1 		$263K Sell
11,199
-638
-5% -$15.6K 0.16% 175
2024
Q4 		$277K Buy
11,837
+660
+6% +$17.1K 0.16% 167
2024
Q3 		$338K Buy
11,177
+25
+0.2% +$664 0.19% 150
2024
Q2 		$260K Sell
11,152
-332
-3% -$7.46K 0.18% 174
2024
Q1 		$205K Buy
11,484
+1,134
+11% +$21.7K 0.15% 220
2023
Q4 		$216K Buy
+10,350
New +$188K 0.17% 197

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

First Affirmative Financial Network's PHG Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Philips (PHG) in Q1 2026: 14,303 shares worth $378K. The stake represents 0.15% of the portfolio and ranks #178 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in PHG as recently as Q3 2025.

First Affirmative Financial Network first reported a position in PHG in Q4 2023 and has held it in 9 quarters since. 341 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • First Affirmative Financial Network held 14,303 shares of Philips worth $378K as of Q1 2026.
  • Philips was a new First Affirmative Financial Network position in Q1 2026.
  • Philips made up 0.15% of First Affirmative Financial Network's portfolio in Q1 2026, its #178 holding.
  • First Affirmative Financial Network first reported a position in Philips in Q4 2023 and has held it in 9 quarters since.
  • 341 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.