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Mather Group’s Philips PHG Stock Holding History

Mather 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
Q2 		$11.7K Sell
431
-11
-2% -$291 ﹤0.01% 1466
2026
Q1 		$11.7K Buy
+442
New +$12.5K ﹤0.01% 1408
2025
Q4 		– Sell
-480
Closed -$12.6K – 1372
2025
Q3 		$12.6K Buy
+480
New +$12.3K ﹤0.01% 1219
2025
Q2 		– Sell
-496
Closed -$11.7K – 1415
2025
Q1 		$11.7K Sell
496
-35
-7% -$856 ﹤0.01% 1214
2024
Q4 		$12.4K Buy
531
+181
+52% +$4.68K ﹤0.01% 1193
2024
Q3 		$10.6K Buy
350
+55
+19% +$1.46K ﹤0.01% 1167
2024
Q2 		$5.46K Sell
295
-9
-3% -$202 ﹤0.01% 1596
2024
Q1 		$6.35K Buy
+304
New +$5.82K ﹤0.01% 1304
2020
Q1 		– Sell
-5,434
Closed -$211K – 172
2019
Q4 		$211K Buy
+5,434
New +$197K 0.01% 163

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 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
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Mather Group's PHG Position: Q2 2026 in Review

Mather Group reduced its Philips (PHG) stake by 2.5% in Q2 2026, selling an estimated $291 and leaving 431 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

Mather Group first reported a position in PHG in Q4 2019 and has held it in 9 quarters since. The position peaked at $211K in Q4 2019. 364 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Mather Group held 431 shares of Philips worth $11.7K as of Q2 2026.
  • Mather Group sold 11 Philips shares in Q2 2026, an estimated $291.
  • Philips made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1466 holding.
  • Mather Group first reported a position in Philips in Q4 2019 and has held it in 9 quarters since.
  • Mather Group's Philips position peaked at $211K in Q4 2019.
  • 364 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.