PL
PHG icon

Perpetual Ltd’s Philips PHG Stock Holding History

Perpetual Ltd’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
Q3 		– Sell
-905,045
Closed -$20.9M – 441
2025
Q2 		$20.9M Sell
905,045
-14,620
-2% -$328K 0.25% 93
2025
Q1 		$21.6M Sell
919,665
-270,053
-23% -$6.61M 0.26% 85
2024
Q4 		$27.9M Sell
1,189,718
-83,372
-7% -$2.15M 0.33% 76
2024
Q3 		$38.5M Sell
1,273,090
-262,037
-17% -$6.96M 0.42% 63
2024
Q2 		$35.8M Sell
1,535,127
-166,470
-10% -$3.74M 0.39% 65
2024
Q1 		$30.9M Sell
1,701,597
-358,851
-17% -$6.87M 0.3% 74
2023
Q4 		$43M Sell
2,060,448
-222,303
-10% -$4.04M 0.44% 54
2023
Q3 		$40.7M Sell
2,282,751
-124,444
-5% -$2.39M 0.42% 58
2023
Q2 		$46.7M Sell
2,407,195
-583,631
-20% -$10.2M 0.4% 64
2023
Q1 		$47M Buy
+2,990,826
New +$43M 0.41% 70

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Perpetual Ltd's PHG Position: Q3 2025 in Review

Perpetual Ltd sold out of Philips (PHG) in Q3 2025, closing a stake of 905,045 shares — an estimated $20.9M sold.

Perpetual Ltd first reported a position in PHG in Q1 2023 and held it in 10 quarters. The position peaked at $47M in Q1 2023. 312 funds tracked by Wall St. Rank hold PHG as of Q3 2025.

  • Perpetual Ltd reported no remaining Philips position as of Q3 2025 after selling out during the quarter.
  • Perpetual Ltd sold 905,045 Philips shares in Q3 2025, an estimated $20.9M.
  • Perpetual Ltd first reported a position in Philips in Q1 2023 and held it in 10 quarters.
  • Perpetual Ltd's Philips position peaked at $47M in Q1 2023.
  • 312 funds tracked by Wall St. Rank held Philips as of Q3 2025.

Based on Perpetual Ltd's 13F filing for Q3 2025, filed 10 Oct 2025.