Ameriprise
PHR icon

Ameriprise’s Phreesia PHR Stock Holding History

Ameriprise’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
Q1 		$903K Sell
107,747
-738,714
-87% -$9.77M ﹤0.01% 3342
2025
Q4 		$14.3M Buy
846,461
+512,419
+153% +$10.6M ﹤0.01% 1653
2025
Q3 		$7.86M Buy
334,042
+289,268
+646% +$7.87M ﹤0.01% 2089
2025
Q2 		$1.27M Sell
44,774
-6,205
-12% -$157K ﹤0.01% 3164
2025
Q1 		$1.3M Buy
50,979
+40,304
+378% +$1.1M ﹤0.01% 3098
2024
Q4 		$269K Buy
+10,675
New +$228K ﹤0.01% 3766
2023
Q3 		– Sell
-42,301
Closed -$1.31M – 3946
2023
Q2 		$1.31M Buy
42,301
+3,143
+8% +$98.4K ﹤0.01% 3057
2023
Q1 		$1.26M Buy
+39,158
New +$1.38M ﹤0.01% 3056
2022
Q2 		– Sell
-79,829
Closed -$2.1M – 3969
2022
Q1 		$2.1M Sell
79,829
-44,937
-36% -$1.38M ﹤0.01% 2886
2021
Q4 		$5.2M Sell
124,766
-7,885
-6% -$468K ﹤0.01% 2432
2021
Q3 		$8.18M Sell
132,651
-104,557
-44% -$6.98M ﹤0.01% 2022
2021
Q2 		$14.5M Buy
237,208
+70,309
+42% +$3.66M ﹤0.01% 1609
2021
Q1 		$8.7M Sell
166,899
-4,620
-3% -$291K ﹤0.01% 1997
2020
Q4 		$9.31M Sell
171,519
-11,576
-6% -$497K ﹤0.01% 1806
2020
Q3 		$5.88M Buy
183,095
+118,625
+184% +$3.53M ﹤0.01% 1962
2020
Q2 		$1.82M Buy
64,470
+1,996
+3% +$52K ﹤0.01% 2654
2020
Q1 		$1.31M Sell
62,474
-170
-0.3% -$4.66K ﹤0.01% 2692
2019
Q4 		$1.67M Buy
62,644
+25,675
+69% +$710K ﹤0.01% 2819
2019
Q3 		$896K Buy
+36,969
New +$975K ﹤0.01% 3058

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Ameriprise's PHR Position: Q1 2026 in Review

Ameriprise reduced its Phreesia (PHR) stake by 87% in Q1 2026, selling an estimated $9.77M and leaving 107,747 shares worth $903K. The position accounts for ﹤0.01% of the portfolio, ranked #3342.

Ameriprise first reported a position in PHR in Q3 2019 and has held it in 19 quarters since. The position peaked at $14.5M in Q2 2021. 244 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Ameriprise held 107,747 shares of Phreesia worth $903K as of Q1 2026.
  • Ameriprise sold 738,714 Phreesia shares in Q1 2026, an estimated $9.77M.
  • Phreesia made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3342 holding.
  • Ameriprise first reported a position in Phreesia in Q3 2019 and has held it in 19 quarters since.
  • Ameriprise's Phreesia position peaked at $14.5M in Q2 2021.
  • 244 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.