Position in PHG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$11,041,569
+$776,599 QoQ
Shares Held
402,977
+6.3% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 97.93685495698266.ToString("F0")%
Shared 0.029778374448169498.ToString("F0")%
None 2.033366668569174.ToString("F0")%
Common Shares in PHG Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026Pathstone Holdings, LLC holds $136,484,592 across 30 Medical Devices names. PHG ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
263,579 | $27,061,654 | |
| 2 | SYK |
Stryker Corp
|
52,337 | $17,197,413 | |
| 3 | MDT |
Medtronic plc
|
155,149 | $13,443,659 | |
| 4 | BSX |
Boston Scientific Corp
|
180,342 | $11,316,460 | |
| 5 | PHG |
Koninklijke Philips NV
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|
402,977 | $11,041,569 | |
| 6 | SGHT |
Sight Sciences, Inc.
|
2,397,332 | $9,037,941 | |
| 7 | EW |
Edwards Lifesciences Corp
|
84,551 | $6,770,843 | |
| 8 | SNN |
Smith & Nephew PLC
|
200,565 | $6,373,954 |
All Filings in PHG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,041,569 | 402,977 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,264,970 | 379,061 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $9,695,917 | 355,683 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $8,507,599 | 354,779 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $8,506,560 | 334,904 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $8,311,340 | 328,252 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,100,892 | 308,707 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $8,040,613 | 319,072 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,610,540 | 380,527 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,664,476 | 242,798 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||