Focus Partners Wealth
PHG icon

Focus Partners Wealth’s Philips PHG Stock Holding History

Focus Partners Wealth’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 		$2.44M Buy
92,292
+4,544
+5% +$129K ﹤0.01% 1232
2025
Q4 		$2.29M Buy
87,748
+78,519
+851% +$2.09M ﹤0.01% 1265
2025
Q3 		$243K Buy
+9,229
New +$237K ﹤0.01% 1950

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

Focus Partners Wealth's PHG Position: Q1 2026 in Review

Focus Partners Wealth increased its Philips (PHG) stake by 5.2% in Q1 2026, buying an estimated $129K and bringing the position to 92,292 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Focus Partners Wealth first reported a position in PHG in Q3 2025 and has held it in 3 quarters since. 341 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • Focus Partners Wealth held 92,292 shares of Philips worth $2.44M as of Q1 2026.
  • Focus Partners Wealth bought 4,544 Philips shares in Q1 2026, an estimated $129K.
  • Philips made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1232 holding.
  • Focus Partners Wealth first reported a position in Philips in Q3 2025 and has held it in 3 quarters since.
  • 341 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.