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Allworth Financial’s Phreesia PHR Stock Holding History

Allworth Financial’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 		$57.8K Buy
5,613
+2,465
+78% +$22.9K ﹤0.01% 2351
2026
Q1 		$26.4K Buy
3,148
+3,049
+3,080% +$40.3K ﹤0.01% 2794
2025
Q4 		$1.68K Sell
99
-64
-39% -$1.32K ﹤0.01% 4192
2025
Q3 		$3.83K Buy
163
+29
+22% +$789 ﹤0.01% 3700
2025
Q2 		$3.81K Buy
134
+88
+191% +$2.23K ﹤0.01% 3416
2025
Q1 		$1.13K Hold
46
– – ﹤0.01% 3429
2024
Q4 		$1.25K Buy
+46
New +$983 ﹤0.01% 3330
2023
Q4 		– Sell
-12
Closed -$225 – 3582
2023
Q3 		$225 Hold
12
– – ﹤0.01% 3218
2023
Q2 		$373 Sell
12
-28
-70% -$877 ﹤0.01% 2955
2023
Q1 		$1.29K Buy
40
+28
+233% +$985 ﹤0.01% 2576
2022
Q4 		$388 Hold
12
– – ﹤0.01% 2691
2022
Q3 		$0 Hold
12
– – ﹤0.01% 2997
2022
Q2 		$0 Buy
+12
New +$264 ﹤0.01% 2701

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Allworth Financial's PHR Position: Q2 2026 in Review

Allworth Financial increased its Phreesia (PHR) stake by 78% in Q2 2026, buying an estimated $22.9K and bringing the position to 5,613 shares worth $57.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2351.

Allworth Financial first reported a position in PHR in Q2 2022 and has held it in 13 quarters since. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Allworth Financial held 5,613 shares of Phreesia worth $57.8K as of Q2 2026.
  • Allworth Financial bought 2,465 Phreesia shares in Q2 2026, an estimated $22.9K.
  • Phreesia made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2351 holding.
  • Allworth Financial first reported a position in Phreesia in Q2 2022 and has held it in 13 quarters since.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.