Raymond James Financial
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Raymond James Financial’s Philips PHG Stock Holding History

Raymond James Financial’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 		$11.3M Buy
426,328
+79,549
+23% +$2.25M ﹤0.01% 1922
2025
Q4 		$9.05M Buy
346,779
+57,331
+20% +$1.53M ﹤0.01% 2055
2025
Q3 		$7.61M Buy
289,448
+31,053
+12% +$797K ﹤0.01% 2137
2025
Q2 		$5.97M Sell
258,395
-206,990
-44% -$4.64M ﹤0.01% 2250
2025
Q1 		$10.9M Buy
465,385
+10,485
+2% +$257K ﹤0.01% 1742
2024
Q4 		$10.7M Buy
+454,900
New +$11.8M ﹤0.01% 1797

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

Raymond James Financial's PHG Position: Q1 2026 in Review

Raymond James Financial increased its Philips (PHG) stake by 23% in Q1 2026, buying an estimated $2.25M and bringing the position to 426,328 shares worth $11.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

Raymond James Financial first reported a position in PHG in Q4 2024 and has held it in 6 quarters since. 341 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • Raymond James Financial held 426,328 shares of Philips worth $11.3M as of Q1 2026.
  • Raymond James Financial bought 79,549 Philips shares in Q1 2026, an estimated $2.25M.
  • Philips made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1922 holding.
  • Raymond James Financial first reported a position in Philips in Q4 2024 and has held it in 6 quarters since.
  • 341 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.