Root Financial Partners
PHG icon

Root Financial Partners’s Philips PHG Stock Holding History

Root Financial 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 		$81.4K Sell
3,331
-6,168
-65% -$162K ﹤0.01% 845
2026
Q2 		$258K Buy
9,499
+6,362
+203% +$169K 0.01% 322
2026
Q1 		$82.9K Sell
3,137
-1,389
-31% -$39.3K ﹤0.01% 639
2025
Q4 		$118K Buy
4,526
+1,362
+43% +$36.3K 0.01% 416
2025
Q3 		$83.2K Buy
+3,164
New +$81.2K 0.01% 504

Other funds holding PHG

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Investment Management Associates
Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return
Becker Capital Management
Becker Capital Management Portland, Oregon $3.69B AUM 25.93% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Root Financial Partners's PHG Position: Q3 2026 in Review

Root Financial Partners reduced its Philips (PHG) stake by 65% in Q3 2026, selling an estimated $162K and leaving 3,331 shares worth $81.4K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Root Financial Partners first reported a position in PHG in Q3 2025 and has held it in 5 quarters since. The position peaked at $258K in Q2 2026. 280 funds tracked by Wall St. Rank hold PHG as of Q3 2026.

  • Root Financial Partners held 3,331 shares of Philips worth $81.4K as of Q3 2026.
  • Root Financial Partners sold 6,168 Philips shares in Q3 2026, an estimated $162K.
  • Philips made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #845 holding.
  • Root Financial Partners first reported a position in Philips in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Philips position peaked at $258K in Q2 2026.
  • 280 funds tracked by Wall St. Rank held Philips as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.