RP
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Riverwater Partners’s Philips PHG Stock Holding History

Riverwater Partners’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
Q2 		$487K Sell
17,903
-1
-0% -$26 0.14% 134
2026
Q1 		$473K Sell
17,904
-3,041
-15% -$86K 0.16% 136
2025
Q4 		$547K Hold
20,945
– – 0.21% 117
2025
Q3 		$551K Hold
20,945
– – 0.23% 116
2025
Q2 		$484K Sell
20,945
-2
-0% -$45 0.23% 116
2025
Q1 		$492K Buy
20,947
+4,017
+24% +$98.3K 0.25% 102
2024
Q4 		$397K Hold
16,930
– – 0.19% 126
2024
Q3 		$508K Sell
16,930
-583
-3% -$15.5K 0.25% 107
2024
Q2 		$408K Sell
17,513
-2
-0% -$45 0.3% 99
2024
Q1 		$313K Sell
17,515
-838
-5% -$16.1K 0.23% 138
2023
Q4 		$383K Hold
18,353
– – 0.3% 101
2023
Q3 		$327K Sell
18,353
-800
-4% -$15.3K 0.3% 114
2023
Q2 		$372K Sell
19,153
-1
-0% -$17 0.33% 96
2023
Q1 		$301K Hold
19,154
– – 0.28% 115
2022
Q4 		$246K Buy
19,154
+5,795
+43% +$69.9K 0.21% 162
2022
Q3 		$176K Hold
13,359
– – 0.18% 181
2022
Q2 		$246K Buy
+13,359
New +$288K 0.25% 151
2022
Q1 		– Sell
-12,094
Closed -$368K – 185
2021
Q4 		$368K Buy
+12,094
New +$411K 0.33% 108

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 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
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Riverwater Partners's PHG Position: Q2 2026 in Review

Riverwater Partners reduced its Philips (PHG) stake by 0.01% in Q2 2026, selling an estimated $26 and leaving 17,903 shares worth $487K. The position accounts for 0.14% of the portfolio, ranked #134.

Riverwater Partners first reported a position in PHG in Q4 2021 and has held it in 18 quarters since. The position peaked at $551K in Q3 2025. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Riverwater Partners held 17,903 shares of Philips worth $487K as of Q2 2026.
  • Riverwater Partners sold 1 Philips share in Q2 2026, an estimated $26.
  • Philips made up 0.14% of Riverwater Partners's portfolio in Q2 2026, its #134 holding.
  • Riverwater Partners first reported a position in Philips in Q4 2021 and has held it in 18 quarters since.
  • Riverwater Partners's Philips position peaked at $551K in Q3 2025.
  • 363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.