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Principal Securities’s Philips PHG Stock Holding History

Principal Securities’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
Q4 		– Sell
-2,320
Closed -$61K – 2908
2025
Q3 		$61K Buy
2,320
+359
+18% +$9.21K ﹤0.01% 1855
2025
Q2 		$45.3K Buy
1,961
+183
+10% +$4.1K ﹤0.01% 1938
2025
Q1 		$41.7K Hold
1,778
– – ﹤0.01% 1833
2024
Q4 		$41.7K Sell
1,778
-149
-8% -$3.85K ﹤0.01% 1830
2024
Q3 		$58.3K Sell
1,927
-16
-0.8% -$425 ﹤0.01% 1620
2024
Q2 		$45.3K Buy
1,943
+54
+3% +$1.21K ﹤0.01% 1665
2024
Q1 		$33.8K Buy
1,889
+618
+49% +$11.8K ﹤0.01% 1739
2023
Q4 		$26.5K Buy
+1,271
New +$23.1K ﹤0.01% 1774

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

Principal Securities's PHG Position: Q4 2025 in Review

Principal Securities sold out of Philips (PHG) in Q4 2025, closing a stake of 2,320 shares — an estimated $61K sold.

Principal Securities first reported a position in PHG in Q4 2023 and held it in 8 quarters. The position peaked at $61K in Q3 2025. 331 funds tracked by Wall St. Rank hold PHG as of Q4 2025.

  • Principal Securities reported no remaining Philips position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,320 Philips shares in Q4 2025, an estimated $61K.
  • Principal Securities first reported a position in Philips in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Philips position peaked at $61K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held Philips as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.