Phoenix Financial Ltd. TEVA — TEVA PHARMACEUTICAL INDS LTD

Ownership history in Phoenix Financial Ltd.  ·  28 quarters on record

AI Ownership Summary

Phoenix Financial Ltd. reported TEVA PHARMACEUTICAL INDS LTD (TEVA) in 28 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 13.9% in 2025 Q4. The latest visible filing shows TEVA at 12.21% 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 TEVA 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 TEVA PHARMACEUTICAL INDS LTD, 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

TEVA was reported at 12.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.9% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 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.

TEVA stock page Phoenix Financial Ltd. fund profile Phoenix Financial Ltd. full holdings
How Phoenix Financial Ltd. held TEVA — position size vs. price
% of Fund (quarterly)    TEVA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 11 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 42,777,414 +1,690,283 +4.1% 12.21% $1.29B 2026-05-11 $35.84
2025 Q4 REDUCED — — — 41,087,131 -208,113 -0.5% 13.90% $1.28B 2026-02-05 $34.80
2025 Q3 ADDED — — — 41,295,244 +3,533,800 +9.4% 11.09% $834.2M 2025-11-03 $20.52
2025 Q2 ADDED — — — 37,761,444 +10,296,872 +37.5% 8.35% $632.9M 2025-07-30 $16.83
2025 Q1 ADDED — — — 27,464,572 +26,724,572 +3611.4% 6.46% $422.1M 2025-05-07 $17.60
2024 Q4 REDUCED 96.5% -30.3% ✅ 740,000 -20,472,542 -96.5% 0.00% $16K 2025-02-13 $16.63
2024 Q4 REDUCED 6.0% -30.3% ✅ 21,212,542 -1,349,134 -6.0% 6.38% $467.5M 2025-02-13 $16.63
2024 Q3 REDUCED 11.3% +23.9% ❌ 22,561,676 -2,860,920 -11.3% 6.01% $406.6M 2024-11-05 $18.77
2024 Q2 REDUCED 26.5% +10.9% ❌ 25,422,596 -9,159,191 -26.5% 6.29% $413.1M 2024-08-12 $17.08
2024 Q1 ADDED — — — 34,581,787 +198,595 +0.6% 6.74% $488.1M 2024-05-15 $16.78
2023 Q4 REDUCED — — — 34,383,192 -98,500 -0.3% 6.69% $404.3M 2024-02-14 $13.17
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TEVA

As of 2026 Q1 — sorted by position size

Lingotto Investment Management LLP 3Y 7Y 16.52% ION Fund Management Ltd 16.45% Migdal Insurance & Financial Holdings Ltd. 3Y 7Y 9.9% Harel Insurance Investments & Financial Services Ltd. 3Y 7Y 9.39% BRIDGER MANAGEMENT, LLC 3Y 7Y 8.65% Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3Y 7Y 7.16% Clal Insurance Enterprises Holdings Ltd 3Y 7Y 6.91% Altshuler Shaham Ltd 3Y 7Y 6.04% MENORA MIVTACHIM HOLDINGS LTD. 3Y 7Y 5.65% SPHERA FUNDS MANAGEMENT LTD. 3Y 7Y 5.44%

FAQ About Phoenix Financial Ltd. and TEVA

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 TEVA?

Phoenix Financial Ltd. reported TEVA across 11 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for TEVA was 13.90% in 2025 Q4.

What is the latest reported TEVA position on this page?

The most recent filing on this page is 2026 Q1, when Phoenix Financial Ltd. reported 42,777,414 shares, equal to 12.21% of portfolio, with an estimated market value of $1.29B.

What does the chart on this TEVA ownership page compare?

The chart compares Phoenix Financial Ltd.'s quarterly TEVA 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 TEVA position?

Based on 13F filing dates vs. subsequent TEVA price moves, Phoenix Financial Ltd. correctly timed 11 out of 27 reported position changes (41%). The annualised alpha on TEVA relative to SPY over the holding period was +8.6%.

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