Lido Advisors
PHG icon

Lido Advisors’s Philips PHG Stock Holding History

Lido Advisors’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 		$253K Buy
9,587
+189
+2% +$5.35K ﹤0.01% 1659
2025
Q4 		$247K Buy
9,398
+335
+4% +$8.94K ﹤0.01% 1671
2025
Q3 		$238K Sell
9,063
-2,018
-18% -$51.8K ﹤0.01% 1603
2025
Q2 		$256K Sell
11,081
-831
-7% -$18.6K ﹤0.01% 1411
2025
Q1 		$280K Buy
+11,912
New +$292K ﹤0.01% 1243

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

Lido Advisors's PHG Position: Q1 2026 in Review

Lido Advisors increased its Philips (PHG) stake by 2% in Q1 2026, buying an estimated $5.35K and bringing the position to 9,587 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Lido Advisors first reported a position in PHG in Q1 2025 and has held it in 5 quarters since. The position peaked at $280K in Q1 2025. 341 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • Lido Advisors held 9,587 shares of Philips worth $253K as of Q1 2026.
  • Lido Advisors bought 189 Philips shares in Q1 2026, an estimated $5.35K.
  • Philips made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1659 holding.
  • Lido Advisors first reported a position in Philips in Q1 2025 and has held it in 5 quarters since.
  • Lido Advisors's Philips position peaked at $280K in Q1 2025.
  • 341 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.