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Johnson Financial Group Inc (Wisconsin)’s Philips PHG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q4 		– Sell
-1,015
Closed -$26.7K – 1058
2025
Q3 		$26.7K Buy
+1,015
New +$26K ﹤0.01% 687
2024
Q2 		– Sell
-31
Closed -$560 – 927
2024
Q1 		$560 Hold
31
– – ﹤0.01% 715
2023
Q4 		$654 Buy
+31
New +$564 ﹤0.01% 810
2023
Q2 		– Sell
-8,914
Closed -$140K – 689
2023
Q1 		$140K Buy
+8,914
New +$128K 0.01% 302
2022
Q3 		– Sell
-5,768
Closed -$106K – 741
2022
Q2 		$106K Sell
5,768
-211
-4% -$4.55K 0.01% 313
2022
Q1 		$151K Buy
5,979
+1,007
+20% +$27.5K 0.01% 294
2021
Q4 		$151K Buy
4,972
+4,950
+22,500% +$168K 0.01% 307
2021
Q3 		$1K Hold
22
– – ﹤0.01% 713
2021
Q2 		$1K Buy
+22
New +$1.02K ﹤0.01% 730
2018
Q4 		– Sell
-119
Closed -$4K – 547
2018
Q3 		$4K Buy
+119
New +$4.07K ﹤0.01% 488
2017
Q2 		– Sell
-771
Closed -$18K – 623
2017
Q1 		$18K Sell
771
-122
-14% -$2.74K ﹤0.01% 527
2016
Q4 		$20K Sell
893
-189
-17% -$4.12K ﹤0.01% 517
2016
Q3 		$24K Sell
1,082
-1,155
-52% -$23.6K ﹤0.01% 478
2016
Q2 		$41K Sell
2,237
-77
-3% -$1.49K 0.01% 469
2016
Q1 		$47K Hold
2,314
– – 0.01% 388
2015
Q4 		$43K Hold
2,314
– – 0.01% 401
2015
Q3 		$39K Hold
2,314
– – 0.01% 510
2015
Q2 		$43K Buy
2,314
+487
+27% +$9.61K 0.01% 511
2015
Q1 		$36K Hold
1,827
– – 0.01% 554
2014
Q4 		$37K Hold
1,827
– – 0.01% 522
2014
Q3 		$40K Hold
1,827
– – 0.01% 475
2014
Q2 		$40K Buy
1,827
+296
+19% +$6.65K 0.01% 481
2014
Q1 		$38K Hold
1,531
– – 0.01% 433
2013
Q4 		$39K Hold
1,531
– – 0.01% 420
2013
Q3 		$34K Sell
1,531
-185
-11% -$4.04K 0.01% 450
2013
Q2 		$32K Buy
+1,716
New +$33.8K 0.01% 464

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 22.9% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s PHG Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Philips (PHG) in Q4 2025, closing a stake of 1,015 shares — an estimated $26.7K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PHG in Q2 2013 and held it in 26 quarters. The position peaked at $151K in Q1 2022. 332 funds tracked by Wall St. Rank hold PHG as of Q4 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Philips position as of Q4 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,015 Philips shares in Q4 2025, an estimated $26.7K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Philips in Q2 2013 and held it in 26 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Philips position peaked at $151K in Q1 2022.
  • 332 funds tracked by Wall St. Rank held Philips as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.