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IEQ Capital’s Philips PHG Stock Holding History

IEQ Capital’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
Q2 		$919K Buy
33,811
+11,928
+55% +$316K ﹤0.01% 1131
2026
Q1 		$578K Buy
21,883
+1,281
+6% +$36.2K ﹤0.01% 1243
2025
Q4 		$538K Buy
20,602
+1,217
+6% +$32.5K ﹤0.01% 1300
2025
Q3 		$510K Buy
+19,385
New +$497K ﹤0.01% 1284
2022
Q3 		– Sell
-16,963
Closed -$313K – 863
2022
Q2 		$313K Sell
16,963
-1,201
-7% -$25.9K 0.01% 597
2022
Q1 		$458K Buy
18,164
+812
+5% +$22.2K 0.01% 527
2021
Q4 		$528K Sell
17,352
-1,238
-7% -$42.1K 0.01% 445
2021
Q3 		$682K Buy
18,590
+1,274
+7% +$48.4K 0.02% 358
2021
Q2 		$711K Sell
17,316
-155
-0.9% -$7.17K 0.02% 303
2021
Q1 		$808K Buy
17,471
+169
+1% +$7.67K 0.03% 228
2020
Q4 		$760K Hold
17,302
– – 0.03% 179
2020
Q3 		$662K Buy
17,302
+344
+2% +$13.8K 0.04% 206
2020
Q2 		$644K Sell
16,958
-787
-4% -$27.4K 0.04% 179
2020
Q1 		$566K Sell
17,745
-19
-0.1% -$672 0.05% 186
2019
Q4 		$689K Buy
+17,764
New +$642K 0.06% 185

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 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
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

IEQ Capital's PHG Position: Q2 2026 in Review

IEQ Capital increased its Philips (PHG) stake by 55% in Q2 2026, buying an estimated $316K and bringing the position to 33,811 shares worth $919K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

IEQ Capital first reported a position in PHG in Q4 2019 and has held it in 15 quarters since. 362 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • IEQ Capital held 33,811 shares of Philips worth $919K as of Q2 2026.
  • IEQ Capital bought 11,928 Philips shares in Q2 2026, an estimated $316K.
  • Philips made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1131 holding.
  • IEQ Capital first reported a position in Philips in Q4 2019 and has held it in 15 quarters since.
  • 362 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.