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Midwest Trust’s Philips PHG Stock Holding History

Midwest Trust’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 		$3.08M Sell
113,251
-6,977
-6% -$185K 0.03% 255
2026
Q1 		$3.18M Sell
120,228
-6,757
-5% -$191K 0.04% 242
2025
Q4 		$3.32M Sell
126,985
-2,777
-2% -$74.1K 0.04% 239
2025
Q3 		$3.41M Sell
129,762
-1,396
-1% -$35.8K 0.04% 240
2025
Q2 		$3.03M Buy
+131,158
New +$2.94M 0.04% 244

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

Midwest Trust's PHG Position: Q2 2026 in Review

Midwest Trust reduced its Philips (PHG) stake by 5.8% in Q2 2026, selling an estimated $185K and leaving 113,251 shares worth $3.08M. The position accounts for 0.03% of the portfolio, ranked #255.

Midwest Trust first reported a position in PHG in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.41M in Q3 2025. 364 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Midwest Trust held 113,251 shares of Philips worth $3.08M as of Q2 2026.
  • Midwest Trust sold 6,977 Philips shares in Q2 2026, an estimated $185K.
  • Philips made up 0.03% of Midwest Trust's portfolio in Q2 2026, its #255 holding.
  • Midwest Trust first reported a position in Philips in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Philips position peaked at $3.41M in Q3 2025.
  • 364 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.