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Mount Yale Investment Advisors’s Philips PHG Stock Holding History

Mount Yale Investment 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 		$579K Buy
+21,929
New +$620K 0.01% 674
2024
Q4 		– Sell
-9,634
Closed -$292K – 603
2024
Q3 		$292K Buy
+9,634
New +$256K 0.03% 443
2022
Q1 		– Sell
-10,448
Closed -$318K – 492
2021
Q4 		$318K Buy
10,448
+962
+10% +$32.7K 0.03% 360
2021
Q3 		$348K Sell
9,486
-705
-7% -$26.8K 0.04% 328
2021
Q2 		$418K Sell
10,191
-10,388
-50% -$480K 0.05% 281
2021
Q1 		$952K Sell
20,579
-5,377
-21% -$244K 0.12% 175
2020
Q4 		$1.14M Sell
25,956
-4,468
-15% -$184K 0.16% 145
2020
Q3 		$1.16M Sell
30,424
-24,718
-45% -$992K 0.17% 136
2020
Q2 		$2.1M Sell
55,142
-5,796
-10% -$202K 0.38% 71
2020
Q1 		$1.95M Buy
60,938
+5,283
+9% +$187K 0.44% 59
2019
Q4 		$2.02M Sell
55,655
-443
-0.8% -$16K 0.35% 72
2019
Q3 		$1.96M Buy
56,098
+30,350
+118% +$1.12M 0.35% 73
2019
Q2 		$941K Sell
25,748
-5,987
-19% -$192K 0.17% 116
2019
Q1 		$1.01M Buy
31,735
+2,431
+8% +$72.4K 0.19% 113
2018
Q4 		$873K Sell
29,304
-683
-2% -$20.2K 0.18% 124
2018
Q3 		$915K Sell
29,987
-18,295
-38% -$625K 0.16% 118
2018
Q2 		$1.58M Buy
48,282
+14,845
+44% +$475K 0.3% 83
2018
Q1 		$972K Buy
+33,437
New +$994K 0.21% 105

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
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 $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

Mount Yale Investment Advisors's PHG Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Philips (PHG) in Q1 2026: 21,929 shares worth $579K. The stake represents 0.01% of the portfolio and ranks #674 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in PHG as recently as Q3 2024.

Mount Yale Investment Advisors first reported a position in PHG in Q1 2018 and has held it in 18 quarters since. The position peaked at $2.1M in Q2 2020. 342 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • Mount Yale Investment Advisors held 21,929 shares of Philips worth $579K as of Q1 2026.
  • Philips was a new Mount Yale Investment Advisors position in Q1 2026.
  • Philips made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #674 holding.
  • Mount Yale Investment Advisors first reported a position in Philips in Q1 2018 and has held it in 18 quarters since.
  • Mount Yale Investment Advisors's Philips position peaked at $2.1M in Q2 2020.
  • 342 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.