Advisory Services Network’s Phreesia PHR Stock Holding History

Advisory Services Network’s Portfolio PHR Stock Details PHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$8	–	3951
2026 Q1	$8	Buy	+1	New	+$13	﹤0.01%	4816
2025 Q4	–	Sell	-579	Closed	-$13.6K	–	3586
2025 Q3	$13.6K	Buy	+579	New	+$15.7K	﹤0.01%	3137
2023 Q2	–	Sell	-19	Closed	-$614	–	3034
2023 Q1	$614	Hold	19	–	–	﹤0.01%	3708
2022 Q4	$615	Buy	+19	New	+$516	﹤0.01%	3704
2021 Q3	–	Sell	-710	Closed	-$44K	–	2719
2021 Q2	$44K	Buy	+710	New	+$37K	﹤0.01%	2079
2021 Q1	–	Sell	-1,060	Closed	-$58K	–	2502
2020 Q4	$58K	Buy	+1,060	New	+$45.5K	﹤0.01%	1587

Other funds holding PHR

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Advisory Services Network's PHR Position: Q2 2026 in Review

Advisory Services Network sold out of Phreesia (PHR) in Q2 2026, closing a stake of 1 share — an estimated $8 sold.

Advisory Services Network first reported a position in PHR in Q4 2020 and held it in 6 quarters. The position peaked at $58K in Q4 2020. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

Advisory Services Network reported no remaining Phreesia position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1 Phreesia share in Q2 2026, an estimated $8.
Advisory Services Network first reported a position in Phreesia in Q4 2020 and held it in 6 quarters.
Advisory Services Network's Phreesia position peaked at $58K in Q4 2020.
226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.