SSG
PHG icon

Summit Securities Group’s Philips PHG Stock Holding History

Summit Securities 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
2025
Q4 		– Sell
-6,465
Closed -$170K – 1192
2025
Q3 		$170K Sell
6,465
-93,151
-94% -$2.39M 0.04% 288
2025
Q2 		$2.3M Buy
99,616
+49,748
+100% +$1.11M 0.44% 46
2025
Q1 		$1.17M Buy
+49,868
New +$1.22M 0.18% 59
2024
Q4 		– Sell
-19,612
Closed -$1.57M – 839
2024
Q3 		$1.57M Sell
19,612
-207,912
-91% -$5.52M 0.42% 38
2024
Q2 		$6.16M Buy
227,524
+147,836
+186% +$3.32M 1.16% 18
2024
Q1 		$1.43M Sell
79,688
-62,252
-44% -$1.19M 0.23% 53
2023
Q4 		$2.96M Buy
141,940
+102,223
+257% +$1.86M 0.27% 64
2023
Q3 		$708K Sell
39,717
-81,575
-67% -$1.56M 0.07% 104
2023
Q2 		$2.35M Buy
+121,292
New +$2.12M 0.31% 55

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 22.96% 1-Year Est. Return

Summit Securities Group's PHG Position: Q4 2025 in Review

Summit Securities Group sold out of Philips (PHG) in Q4 2025, closing a stake of 6,465 shares — an estimated $170K sold.

Summit Securities Group first reported a position in PHG in Q2 2023 and held it in 9 quarters. The position peaked at $6.16M in Q2 2024. 332 funds tracked by Wall St. Rank hold PHG as of Q4 2025.

  • Summit Securities Group reported no remaining Philips position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 6,465 Philips shares in Q4 2025, an estimated $170K.
  • Summit Securities Group first reported a position in Philips in Q2 2023 and held it in 9 quarters.
  • Summit Securities Group's Philips position peaked at $6.16M in Q2 2024.
  • 332 funds tracked by Wall St. Rank held Philips as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.