Orion Portfolio Solutions’s Philips PHG Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$342K	Sell	14,535 -55	-0.4%	-$1.35K	﹤0.01%	1574
2024 Q4	$342K	Buy	14,590 +4,033	+38%	+$104K	﹤0.01%	1495
2024 Q3	$320K	Sell	10,557 -213	-2%	-$5.66K	﹤0.01%	1504
2024 Q2	$251K	Buy	+10,770	New	+$242K	﹤0.01%	1539
2024 Q1	–	Sell	-9,647	Closed	-$209K	–	1735
2023 Q4	$209K	Buy	+9,647	New	+$175K	﹤0.01%	1558
2020 Q1	–	Sell	-24	Closed	-$1K	–	2206
2019 Q4	$1K	Buy	+24	New	+$868	﹤0.01%	1705

Other funds holding PHG

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Orion Portfolio Solutions's PHG Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Philips (PHG) stake by 0.38% in Q1 2025, selling an estimated $1.35K and leaving 14,535 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Orion Portfolio Solutions first reported a position in PHG in Q4 2019 and has held it in 6 quarters since. The position peaked at $342K in Q4 2024. 314 funds tracked by Wall St. Rank hold PHG as of Q1 2025.

Orion Portfolio Solutions held 14,535 shares of Philips worth $342K as of Q1 2025.
Orion Portfolio Solutions sold 55 Philips shares in Q1 2025, an estimated $1.35K.
Philips made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1574 holding.
Orion Portfolio Solutions first reported a position in Philips in Q4 2019 and has held it in 6 quarters since.
Orion Portfolio Solutions's Philips position peaked at $342K in Q4 2024.
314 funds tracked by Wall St. Rank held Philips as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.