Phoenix Financial Ltd. EMR — EMERSON ELEC CO

Ownership history in Phoenix Financial Ltd.  ·  14 quarters on record

AI Ownership Summary

Phoenix Financial Ltd. reported EMERSON ELEC CO (EMR) in 14 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.64% in 2026 Q1. The latest visible filing shows EMR at 1.64% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EMR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Phoenix Financial Ltd.'s position in EMERSON ELEC CO, 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 Q1

EMR was reported at 1.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.64% 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
2024 Q1 to 2026 Q1

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.

EMR stock page Phoenix Financial Ltd. fund profile Phoenix Financial Ltd. full holdings
How Phoenix Financial Ltd. held EMR — position size vs. price
% of Fund (quarterly)    EMR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,321,566 +1,314,656 +19025.4% 1.64% $173.2M 2026-05-11 $139.43
2025 Q4 ADDED — — — 6,910 +571 +9.0% 0.01% $923K 2026-02-05 $150.36
2025 Q3 REDUCED 35.3% +3.5% ❌ 6,339 -3,456 -35.3% 0.01% $832K 2025-11-03 $138.89
2025 Q2 REDUCED 24.7% -2.7% ✅ 9,795 -3,214 -24.7% 0.02% $1.3M 2025-07-30 $144.30
2025 Q1 ADDED — — — 13,009 +8,556 +192.1% 0.02% $1.4M 2025-05-07 $108.06
2024 Q4 REDUCED — — — 4,453 -40 -0.9% 0.01% $552K 2025-02-13 $122.73
2024 Q3 ADDED — — — 4,493 +465 +11.5% 0.01% $492K 2024-11-05 $114.78
2024 Q2 ADDED — — — 4,028 +849 +26.7% 0.01% $438K 2024-08-12 $100.04
2024 Q1 REDUCED 58.7% -4.3% ✅ 3,179 -4,517 -58.7% 0.00% $360K 2024-05-15 $110.93
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EMR

As of 2026 Q1 — sorted by position size

ACUTE INVESTMENT ADVISORY, LLC 3Y 17.68% ABSHER WEALTH MANAGEMENT, LLC 3Y 5.01% Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 4.89% JOHN G ULLMAN & ASSOCIATES INC 3Y 7Y 4.35% WORMSER FRERES GESTION 4.3% Guinness Asset Management LTD 3Y 7Y 3.91% Sunflower Bank, N.A. 3Y 3.45% Eldred Rock Partners, LLC 3.24% MCDANIEL TERRY & CO 3Y 7Y 3.15% Regents Gate Capital LLP 2.95%

FAQ About Phoenix Financial Ltd. and EMR

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

How long has Phoenix Financial Ltd. reported owning EMR?

Phoenix Financial Ltd. reported EMR across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported EMR position in Phoenix Financial Ltd.'s portfolio?

The largest reported portfolio weight for EMR was 1.64% in 2026 Q1.

What is the latest reported EMR position on this page?

The most recent filing on this page is 2026 Q1, when Phoenix Financial Ltd. reported 1,321,566 shares, equal to 1.64% of portfolio, with an estimated market value of $173.2M.

What does the chart on this EMR ownership page compare?

The chart compares Phoenix Financial Ltd.'s quarterly EMR 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.

How well did Phoenix Financial Ltd. time their EMR position?

Based on 13F filing dates vs. subsequent EMR price moves, Phoenix Financial Ltd. correctly timed 8 out of 13 reported position changes (62%). The annualised alpha on EMR relative to SPY over the holding period was +3.0%.

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