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Kestra Investment Management’s Philips PHG Stock Holding History

Kestra Investment Management’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
Q1 		– Sell
-195
Closed -$4.56K – 1278
2024
Q4 		$4.56K Buy
+195
New +$5.04K ﹤0.01% 921

Other funds holding PHG

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Kestra Investment Management's PHG Position: Q1 2025 in Review

Kestra Investment Management sold out of Philips (PHG) in Q1 2025, closing a stake of 195 shares — an estimated $4.56K sold.

Kestra Investment Management first reported a position in PHG in Q4 2024 and held it in 1 quarter. The position peaked at $4.56K in Q4 2024. 313 funds tracked by Wall St. Rank hold PHG as of Q1 2025.

  • Kestra Investment Management reported no remaining Philips position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 195 Philips shares in Q1 2025, an estimated $4.56K.
  • Kestra Investment Management first reported a position in Philips in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Philips position peaked at $4.56K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held Philips as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.