MASSACHUSETTS FINANCIAL SERVICES CO /MA/ PXED PHOENIX ED PARTNERS INC

Ownership history in MASSACHUSETTS FINANCIAL SERVICES CO /MA/  ·  3 quarters on record

AI Ownership Summary

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ reported PHOENIX ED PARTNERS INC (PXED) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows PXED at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PXED ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MASSACHUSETTS FINANCIAL SERVICES CO /MA/'s position in PHOENIX ED PARTNERS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PXED was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MASSACHUSETTS FINANCIAL SERVICES CO /MA/ held PXED — position size vs. price
% of Fund (quarterly)    PXED price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 659,360 -17,972 -2.7% 0.01% $21.7M 2026-08-03 $28.53
2026 Q1 REDUCED 5.3% +5.5% 677,332 -38,199 -5.3% 0.01% $21.3M 2026-05-14 $29.47
2025 Q4 INITIATED 715,531 0.01% $21.7M 2026-01-22 $31.35

FAQ About MASSACHUSETTS FINANCIAL SERVICES CO /MA/ and PXED

These are the practical questions this page is built to answer before you even open the full history table.

How long has MASSACHUSETTS FINANCIAL SERVICES CO /MA/ reported owning PXED?

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ reported PXED across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported PXED position in MASSACHUSETTS FINANCIAL SERVICES CO /MA/'s portfolio?

The largest reported portfolio weight for PXED was 0.01% in 2026 Q1.

What is the latest reported PXED position on this page?

The most recent filing on this page is 2026 Q2, when MASSACHUSETTS FINANCIAL SERVICES CO /MA/ reported 659,360 shares, equal to 0.01% of portfolio, with an estimated market value of $21.7M.

What does the chart on this PXED ownership page compare?

The chart compares MASSACHUSETTS FINANCIAL SERVICES CO /MA/'s quarterly PXED portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Holdings