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Garton & Associates Financial Advisors’s Philips PHG Stock Holding History

Garton & Associates Financial 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 		– Sell
-122
Closed -$3.19K – 535
2025
Q4 		$3.19K Buy
+122
New +$3.25K ﹤0.01% 1058

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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Garton & Associates Financial Advisors's PHG Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Philips (PHG) in Q1 2026, closing a stake of 122 shares — an estimated $3.19K sold.

Garton & Associates Financial Advisors first reported a position in PHG in Q4 2025 and held it in 1 quarter. The position peaked at $3.19K in Q4 2025. 342 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Philips position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 122 Philips shares in Q1 2026, an estimated $3.19K.
  • Garton & Associates Financial Advisors first reported a position in Philips in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Philips position peaked at $3.19K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.