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SageView Advisory Group’s Philips PHG Stock Holding History

SageView Advisory Group’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 		– Sell
-353
Closed -$9.21K – 1906
2025
Q4 		$9.21K Buy
+353
New +$9.42K ﹤0.01% 1747

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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 22.9% 1-Year Est. Return

SageView Advisory Group's PHG Position: Q1 2026 in Review

SageView Advisory Group sold out of Philips (PHG) in Q1 2026, closing a stake of 353 shares — an estimated $9.21K sold.

SageView Advisory Group first reported a position in PHG in Q4 2025 and held it in 1 quarter. The position peaked at $9.21K in Q4 2025. 343 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • SageView Advisory Group reported no remaining Philips position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 353 Philips shares in Q1 2026, an estimated $9.21K.
  • SageView Advisory Group first reported a position in Philips in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Philips position peaked at $9.21K in Q4 2025.
  • 343 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.