Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Philips PHG Stock Holding History

Kovitz Investment Group Partners’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
-73,312
Closed -$1.93M – 1077
2025
Q3 		$1.93M Sell
73,312
-5,870
-7% -$151K 0.01% 677
2025
Q2 		$1.83M Sell
79,182
-3,033
-4% -$68K 0.01% 649
2025
Q1 		$1.93M Sell
82,215
-513
-0.6% -$12.6K 0.01% 590
2024
Q4 		$1.94M Buy
82,728
+370
+0.4% +$9.56K 0.01% 577
2024
Q3 		$2.46M Buy
82,358
+3,695
+5% +$98.2K 0.02% 465
2024
Q2 		$1.83M Buy
78,663
+3,999
+5% +$89.8K 0.02% 445
2024
Q1 		$1.34M Buy
74,664
+26,519
+55% +$508K 0.02% 361
2023
Q4 		$1M Sell
48,145
-1,878
-4% -$34.1K 0.02% 294
2023
Q3 		$892K Buy
50,023
+838
+2% +$16.1K 0.02% 295
2023
Q2 		$954K Sell
49,185
-30
-0.1% -$525 0.01% 300
2023
Q1 		$773K Buy
49,215
+570
+1% +$8.2K 0.01% 310
2022
Q4 		$624K Sell
48,645
-504
-1% -$6.08K 0.01% 323
2022
Q3 		$648K Buy
49,149
+6,829
+16% +$111K 0.02% 307
2022
Q2 		$780K Sell
42,320
-853
-2% -$18.4K 0.02% 305
2022
Q1 		$1.09M Buy
+43,173
New +$1.18M 0.02% 285

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 22.96% 1-Year Est. Return

Kovitz Investment Group Partners's PHG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Philips (PHG) in Q4 2025, closing a stake of 73,312 shares — an estimated $1.93M sold.

Kovitz Investment Group Partners first reported a position in PHG in Q1 2022 and held it in 15 quarters. The position peaked at $2.46M in Q3 2024. 332 funds tracked by Wall St. Rank hold PHG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Philips position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 73,312 Philips shares in Q4 2025, an estimated $1.93M.
  • Kovitz Investment Group Partners first reported a position in Philips in Q1 2022 and held it in 15 quarters.
  • Kovitz Investment Group Partners's Philips position peaked at $2.46M in Q3 2024.
  • 332 funds tracked by Wall St. Rank held Philips as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.