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 Q3	$437K	Hold	17,903	–	–	0.12%	146
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%	-$16K	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

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Riverwater Partners's PHG Position: Q3 2026 in Review

Riverwater Partners held its Philips (PHG) position steady in Q3 2026 at 17,903 shares worth $437K. The position accounts for 0.12% of the portfolio, ranked #146.

Riverwater Partners first reported a position in PHG in Q4 2021 and has held it in 19 quarters since. The position peaked at $551K in Q3 2025. 202 funds tracked by Wall St. Rank hold PHG as of Q3 2026.

Riverwater Partners held 17,903 shares of Philips worth $437K as of Q3 2026.
Riverwater Partners left its Philips share count unchanged in Q3 2026.
Philips made up 0.12% of Riverwater Partners's portfolio in Q3 2026, its #146 holding.
Riverwater Partners first reported a position in Philips in Q4 2021 and has held it in 19 quarters since.
Riverwater Partners's Philips position peaked at $551K in Q3 2025.
202 funds tracked by Wall St. Rank held Philips as of Q3 2026.

Based on Riverwater Partners's 13F filing for Q3 2026, filed 3 Nov 2026.