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 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

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Root Financial Partners's PHG Position: Q2 2026 in Review

Root Financial Partners increased its Philips (PHG) stake by 203% in Q2 2026, buying an estimated $169K and bringing the position to 9,499 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #322.

Root Financial Partners first reported a position in PHG in Q3 2025 and has held it in 4 quarters since. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

Root Financial Partners held 9,499 shares of Philips worth $258K as of Q2 2026.
Root Financial Partners bought 6,362 Philips shares in Q2 2026, an estimated $169K.
Philips made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #322 holding.
Root Financial Partners first reported a position in Philips in Q3 2025 and has held it in 4 quarters since.
363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.