KAS
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Kestra Advisory Services’s Philips PHG Stock Holding History

Kestra Advisory Services’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 		$1.92M Buy
72,827
+10,146
+16% +$287K 0.01% 1326
2025
Q4 		$1.64M Buy
62,681
+4,778
+8% +$127K 0.01% 1336
2025
Q3 		$1.52M Buy
+57,903
New +$1.49M 0.01% 1318
2024
Q4 		– Sell
-7,725
Closed -$234K – 2779
2024
Q3 		$234K Sell
7,725
-4,434
-36% -$118K ﹤0.01% 2260
2024
Q2 		$219K Sell
12,159
-420
-3% -$9.43K ﹤0.01% 2348
2024
Q1 		$225K Sell
12,579
-1,305
-9% -$25K ﹤0.01% 2198
2023
Q4 		$290K Buy
13,884
+377
+3% +$6.86K ﹤0.01% 1869
2023
Q3 		$241K Buy
13,507
+442
+3% +$8.48K ﹤0.01% 1816
2023
Q2 		$253K Buy
13,065
+954
+8% +$16.7K ﹤0.01% 1749
2023
Q1 		$190K Sell
12,111
-7,739
-39% -$111K ﹤0.01% 1859
2022
Q4 		$255K Buy
19,850
+4,104
+26% +$49.5K ﹤0.01% 1860
2022
Q3 		$207K Sell
15,746
-20,398
-56% -$331K ﹤0.01% 1864
2022
Q2 		$666K Buy
36,144
+19,060
+112% +$411K 0.01% 1157
2022
Q1 		$431K Sell
17,084
-771
-4% -$21.1K ﹤0.01% 1375
2021
Q4 		$543K Sell
17,855
-3,350
-16% -$114K 0.01% 1276
2021
Q3 		$778K Sell
21,205
-964
-4% -$36.6K 0.01% 1149
2021
Q2 		$910K Buy
22,169
+896
+4% +$41.4K 0.01% 994
2021
Q1 		$984K Buy
21,273
+13,937
+190% +$633K 0.01% 876
2020
Q4 		$324K Buy
7,336
+7,257
+9,186% +$300K ﹤0.01% 1434
2020
Q3 		$200K Buy
+79
New +$3.17K ﹤0.01% 1293

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Kestra Advisory Services's PHG Position: Q1 2026 in Review

Kestra Advisory Services increased its Philips (PHG) stake by 16% in Q1 2026, buying an estimated $287K and bringing the position to 72,827 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #1326.

Kestra Advisory Services first reported a position in PHG in Q3 2020 and has held it in 20 quarters since. 341 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • Kestra Advisory Services held 72,827 shares of Philips worth $1.92M as of Q1 2026.
  • Kestra Advisory Services bought 10,146 Philips shares in Q1 2026, an estimated $287K.
  • Philips made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1326 holding.
  • Kestra Advisory Services first reported a position in Philips in Q3 2020 and has held it in 20 quarters since.
  • 341 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.