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Waverly Advisors’s Philips PHG Stock Holding History

Waverly Advisors’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 		$234K Sell
8,875
-3,450
-28% -$97.6K ﹤0.01% 1430
2025
Q4 		$322K Buy
12,325
+1,923
+18% +$51.3K ﹤0.01% 1176
2025
Q3 		$273K Sell
10,402
-722
-6% -$18.5K ﹤0.01% 1078
2025
Q2 		$257K Buy
11,124
+245
+2% +$5.49K ﹤0.01% 1029
2025
Q1 		$256K Buy
10,879
+2,008
+23% +$49.1K ﹤0.01% 982
2024
Q4 		$208K Buy
8,871
+176
+2% +$4.55K ﹤0.01% 917
2024
Q3 		$263K Sell
8,695
-3,401
-28% -$90.4K ﹤0.01% 716
2024
Q2 		$282K Buy
+12,096
New +$272K 0.01% 682

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

Waverly Advisors's PHG Position: Q1 2026 in Review

Waverly Advisors reduced its Philips (PHG) stake by 28% in Q1 2026, selling an estimated $97.6K and leaving 8,875 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Waverly Advisors first reported a position in PHG in Q2 2024 and has held it in 8 quarters since. The position peaked at $322K in Q4 2025. 341 funds tracked by Wall St. Rank hold PHG as of Q1 2026.

  • Waverly Advisors held 8,875 shares of Philips worth $234K as of Q1 2026.
  • Waverly Advisors sold 3,450 Philips shares in Q1 2026, an estimated $97.6K.
  • Philips made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1430 holding.
  • Waverly Advisors first reported a position in Philips in Q2 2024 and has held it in 8 quarters since.
  • Waverly Advisors's Philips position peaked at $322K in Q4 2025.
  • 341 funds tracked by Wall St. Rank held Philips as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.