Forum Financial Management’s Philips PHG Stock Holding History

Forum Financial 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 Q1	–	Sell	-10,513	Closed	-$275K	–	803
2025 Q4	$275K	Hold	10,513	–	–	﹤0.01%	796
2025 Q3	$276K	Hold	10,513	–	–	﹤0.01%	790
2025 Q2	$243K	Sell	10,513 -2,138	-17%	-$47.9K	﹤0.01%	787
2025 Q1	$297K	Hold	12,651	–	–	﹤0.01%	598
2024 Q4	$296K	Buy	12,651 +1,928	+18%	+$49.8K	﹤0.01%	624
2024 Q3	$325K	Hold	10,723	–	–	0.01%	478
2024 Q2	$250K	Buy	+10,723	New	+$241K	﹤0.01%	557
2024 Q1	–	Sell	-10,723	Closed	-$224K	–	753
2023 Q4	$224K	Buy	+10,723	New	+$195K	﹤0.01%	591
2022 Q1	–	Sell	-6,915	Closed	-$210K	–	660
2021 Q4	$210K	Buy	+6,915	New	+$235K	0.01%	599

Other funds holding PHG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Forum Financial Management's PHG Position: Q1 2026 in Review

Forum Financial Management sold out of Philips (PHG) in Q1 2026, closing a stake of 10,513 shares — an estimated $275K sold.

Forum Financial Management first reported a position in PHG in Q4 2021 and held it in 9 quarters. The position peaked at $325K in Q3 2024. 343 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

Forum Financial Management reported no remaining Philips position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 10,513 Philips shares in Q1 2026, an estimated $275K.
Forum Financial Management first reported a position in Philips in Q4 2021 and held it in 9 quarters.
Forum Financial Management's Philips position peaked at $325K in Q3 2024.
343 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.