LFG
PHG icon

Larson Financial Group’s Philips PHG Stock Holding History

Larson Financial Group’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 		$28.7K Buy
1,085
+330
+44% +$9.34K ﹤0.01% 1654
2025
Q4 		$19.7K Buy
755
+315
+72% +$8.4K ﹤0.01% 1737
2025
Q3 		$11.6K Buy
440
+57
+15% +$1.46K ﹤0.01% 1942
2025
Q2 		$8.84K Buy
383
+62
+19% +$1.39K ﹤0.01% 1866
2025
Q1 		$7.55K Hold
321
– – ﹤0.01% 1744
2024
Q4 		$7.53K Hold
321
– – ﹤0.01% 1569
2024
Q3 		$9.72K Hold
321
– – ﹤0.01% 1488
2024
Q2 		$7.49K Sell
321
-1
-0.3% -$22 ﹤0.01% 1342
2024
Q1 		$5.76K Hold
322
– – ﹤0.01% 1161
2023
Q4 		$6.72K Buy
322
+54
+20% +$982 ﹤0.01% 1111
2023
Q3 		$4.79K Buy
268
+248
+1,240% +$4.76K ﹤0.01% 1186
2023
Q2 		$390 Buy
+20
New +$350 ﹤0.01% 1469

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

Larson Financial Group's PHG Position: Q1 2026 in Review

Larson Financial Group increased its Philips (PHG) stake by 44% in Q1 2026, buying an estimated $9.34K and bringing the position to 1,085 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Larson Financial Group first reported a position in PHG in Q2 2023 and has held it in 12 quarters since. 341 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • Larson Financial Group held 1,085 shares of Philips worth $28.7K as of Q1 2026.
  • Larson Financial Group bought 330 Philips shares in Q1 2026, an estimated $9.34K.
  • Philips made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1654 holding.
  • Larson Financial Group first reported a position in Philips in Q2 2023 and has held it in 12 quarters since.
  • 341 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.