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Investment Management Associates’s Philips PHG Stock Holding History

Investment Management Associates’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 		$23.4M Buy
859,379
+325,251
+61% +$8.61M 4.79% 8
2026
Q1 		$14.1M Buy
534,128
+8,030
+2% +$227K 3.36% 14
2025
Q4 		$13.7M Buy
526,098
+3,010
+0.6% +$80.3K 3.79% 14
2025
Q3 		$13.7M Sell
523,088
-1,187
-0.2% -$30.5K 4.05% 11
2025
Q2 		$12.1M Buy
+524,275
New +$11.7M 4.06% 11

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

Investment Management Associates's PHG Position: Q2 2026 in Review

Investment Management Associates increased its Philips (PHG) stake by 61% in Q2 2026, buying an estimated $8.61M and bringing the position to 859,379 shares worth $23.4M. The position accounts for 4.79% of the portfolio, ranked #8.

Investment Management Associates first reported a position in PHG in Q2 2025 and has held it in 5 quarters since. 364 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Investment Management Associates held 859,379 shares of Philips worth $23.4M as of Q2 2026.
  • Investment Management Associates bought 325,251 Philips shares in Q2 2026, an estimated $8.61M.
  • Philips made up 4.79% of Investment Management Associates's portfolio in Q2 2026, its #8 holding.
  • Investment Management Associates first reported a position in Philips in Q2 2025 and has held it in 5 quarters since.
  • 364 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Investment Management Associates's 13F filing for Q2 2026, filed 3 Aug 2026.