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Morningstar Investment Management’s Philips PHG Stock Holding History

Morningstar Investment Management’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 		– Sell
-114,401
Closed -$2.99M – 359
2025
Q4 		$2.99M Sell
114,401
-92,324
-45% -$2.46M 0.18% 124
2025
Q3 		$5.43M Buy
+206,725
New +$5.31M 0.2% 131

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

Morningstar Investment Management's PHG Position: Q1 2026 in Review

Morningstar Investment Management sold out of Philips (PHG) in Q1 2026, closing a stake of 114,401 shares — an estimated $2.99M sold.

Morningstar Investment Management first reported a position in PHG in Q3 2025 and held it in 2 quarters. The position peaked at $5.43M in Q3 2025. 342 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • Morningstar Investment Management reported no remaining Philips position as of Q1 2026 after selling out during the quarter.
  • Morningstar Investment Management sold 114,401 Philips shares in Q1 2026, an estimated $2.99M.
  • Morningstar Investment Management first reported a position in Philips in Q3 2025 and held it in 2 quarters.
  • Morningstar Investment Management's Philips position peaked at $5.43M in Q3 2025.
  • 342 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on Morningstar Investment Management's 13F filing for Q1 2026, filed 14 May 2026.