Key Financial Inc’s Philips PHG Stock Holding History

Key Financial Inc’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	-86	Closed	-$2.29K	–	1491
2025 Q3	$2.29K	Hold	86	–	–	﹤0.01%	1174
2025 Q2	$1.99K	Hold	86	–	–	﹤0.01%	1185
2025 Q1	$2.03K	Hold	86	–	–	﹤0.01%	1144
2024 Q4	$2.03K	Buy	+86	New	+$2.22K	﹤0.01%	1150
2024 Q1	–	Sell	-21	Closed	-$443	–	1324
2023 Q4	$443	Hold	21	–	–	﹤0.01%	1244
2023 Q3	$379	Hold	21	–	–	﹤0.01%	1271
2023 Q2	$412	Sell	21 -1	-5%	-$17	﹤0.01%	1310
2023 Q1	$349	Hold	22	–	–	﹤0.01%	1117
2022 Q4	$292	Hold	22	–	–	﹤0.01%	1125
2022 Q3	$0	Hold	22	–	–	﹤0.01%	1165
2022 Q2	$0	Sell	22 -1	-4%	-$22	﹤0.01%	1142
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	1028
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	914
2021 Q3	$1K	Buy	+23	New	+$874	﹤0.01%	880

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 $8.06B AUM 6.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Key Financial Inc's PHG Position: Q4 2025 in Review

Key Financial Inc sold out of Philips (PHG) in Q4 2025, closing a stake of 86 shares — an estimated $2.29K sold.

Key Financial Inc first reported a position in PHG in Q3 2021 and held it in 14 quarters. The position peaked at $2.29K in Q3 2025. 332 funds tracked by Wall St. Rank hold PHG as of Q4 2025.

Key Financial Inc reported no remaining Philips position as of Q4 2025 after selling out during the quarter.
Key Financial Inc sold 86 Philips shares in Q4 2025, an estimated $2.29K.
Key Financial Inc first reported a position in Philips in Q3 2021 and held it in 14 quarters.
Key Financial Inc's Philips position peaked at $2.29K in Q3 2025.
332 funds tracked by Wall St. Rank held Philips as of Q4 2025.

Based on Key Financial Inc's 13F filing for Q4 2025, filed 9 Feb 2026.