MFG
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Merit Financial Group’s Philips PHG Stock Holding History

Merit 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
Q2 		$907K Buy
33,359
+6,844
+26% +$181K 0.01% 1129
2026
Q1 		$701K Buy
26,515
+2,809
+12% +$79.5K 0.01% 1174
2025
Q4 		$619K Buy
23,706
+1,187
+5% +$31.7K 0.01% 1172
2025
Q3 		$592K Buy
22,519
+3,969
+21% +$102K 0.01% 1084
2025
Q2 		$429K Buy
18,550
+7,153
+63% +$160K ﹤0.01% 1169
2025
Q1 		$268K Buy
+11,397
New +$279K ﹤0.01% 1167

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

Merit Financial Group's PHG Position: Q2 2026 in Review

Merit Financial Group increased its Philips (PHG) stake by 26% in Q2 2026, buying an estimated $181K and bringing the position to 33,359 shares worth $907K. The position accounts for 0.01% of the portfolio, ranked #1129.

Merit Financial Group first reported a position in PHG in Q1 2025 and has held it in 6 quarters since. 364 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Merit Financial Group held 33,359 shares of Philips worth $907K as of Q2 2026.
  • Merit Financial Group bought 6,844 Philips shares in Q2 2026, an estimated $181K.
  • Philips made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1129 holding.
  • Merit Financial Group first reported a position in Philips in Q1 2025 and has held it in 6 quarters since.
  • 364 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.