First Foundation Advisors’s Philips PHG Stock Holding History

First Foundation Advisors’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	$1.22M	Sell	46,005 -18,720	-29%	-$530K	0.05%	170
2025 Q4	$1.69M	Buy	64,725 +547	+0.9%	+$14.6K	0.06%	142
2025 Q3	$1.69M	Hold	64,178	–	–	0.06%	146
2025 Q2	$1.48M	Buy	64,178 +44,666	+229%	+$1M	0.06%	158
2025 Q1	$458K	Sell	19,512 -17,296	-47%	-$423K	0.02%	231
2024 Q4	$862K	Buy	+36,808	New	+$951K	0.03%	185
2021 Q4	–	Sell	-6,547	Closed	-$240K	–	461
2021 Q3	$240K	Sell	6,547 -189,809	-97%	-$7.22M	0.01%	386
2021 Q2	$8.06M	Buy	+196,356	New	+$9.08M	0.31%	65

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

First Foundation Advisors's PHG Position: Q1 2026 in Review

First Foundation Advisors reduced its Philips (PHG) stake by 29% in Q1 2026, selling an estimated $530K and leaving 46,005 shares worth $1.22M. The position accounts for 0.05% of the portfolio, ranked #170.

First Foundation Advisors first reported a position in PHG in Q2 2021 and has held it in 8 quarters since. The position peaked at $8.06M in Q2 2021. 341 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

First Foundation Advisors held 46,005 shares of Philips worth $1.22M as of Q1 2026.
First Foundation Advisors sold 18,720 Philips shares in Q1 2026, an estimated $530K.
Philips made up 0.05% of First Foundation Advisors's portfolio in Q1 2026, its #170 holding.
First Foundation Advisors first reported a position in Philips in Q2 2021 and has held it in 8 quarters since.
First Foundation Advisors's Philips position peaked at $8.06M in Q2 2021.
341 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.