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Halbert Hargrove Global Advisors’s Philips PHG Stock Holding History

Halbert Hargrove Global 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
2025
Q2 		– Sell
-15
Closed -$355 – 561
2025
Q1 		$355 Buy
+15
New +$367 ﹤0.01% 534

Other funds holding PHG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Halbert Hargrove Global Advisors's PHG Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of Philips (PHG) in Q2 2025, closing a stake of 15 shares — an estimated $355 sold.

Halbert Hargrove Global Advisors first reported a position in PHG in Q1 2025 and held it in 1 quarter. The position peaked at $355 in Q1 2025. 293 funds tracked by Wall St. Rank hold PHG as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining Philips position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 15 Philips shares in Q2 2025, an estimated $355.
  • Halbert Hargrove Global Advisors first reported a position in Philips in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Philips position peaked at $355 in Q1 2025.
  • 293 funds tracked by Wall St. Rank held Philips as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.