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Navigoe Wealth Management’s Philips PHG Stock Holding History

Navigoe Wealth 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
-529
Closed -$13K – 252
2025
Q4 		$13K Hold
529
– – 0.01% 136
2025
Q3 		$13K Buy
+529
New +$13.6K 0.01% 136

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 $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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

Navigoe Wealth Management's PHG Position: Q1 2026 in Review

Navigoe Wealth Management sold out of Philips (PHG) in Q1 2026, closing a stake of 529 shares — an estimated $13K sold.

Navigoe Wealth Management first reported a position in PHG in Q3 2025 and held it in 2 quarters. The position peaked at $13K in Q4 2025. 342 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • Navigoe Wealth Management reported no remaining Philips position as of Q1 2026 after selling out during the quarter.
  • Navigoe Wealth Management sold 529 Philips shares in Q1 2026, an estimated $13K.
  • Navigoe Wealth Management first reported a position in Philips in Q3 2025 and held it in 2 quarters.
  • Navigoe Wealth Management's Philips position peaked at $13K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on Navigoe Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.