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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
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 $6.69B 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

Root Financial Partners's PHG Position: Q1 2026 in Review

Root Financial Partners reduced its Philips (PHG) stake by 31% in Q1 2026, selling an estimated $39.3K and leaving 3,137 shares worth $82.9K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Root Financial Partners first reported a position in PHG in Q3 2025 and has held it in 3 quarters since. The position peaked at $118K in Q4 2025. 342 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • Root Financial Partners held 3,137 shares of Philips worth $82.9K as of Q1 2026.
  • Root Financial Partners sold 1,389 Philips shares in Q1 2026, an estimated $39.3K.
  • Philips made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #639 holding.
  • Root Financial Partners first reported a position in Philips in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Philips position peaked at $118K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.