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
Q2 		$1.47M Buy
142,589
+34,842
+32% +$324K ﹤0.01% 3230
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 $1.41B 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

Ameriprise's PHR Position: Q2 2026 in Review

Ameriprise increased its Phreesia (PHR) stake by 32% in Q2 2026, buying an estimated $324K and bringing the position to 142,589 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #3230.

Ameriprise first reported a position in PHR in Q3 2019 and has held it in 20 quarters since. The position peaked at $14.5M in Q2 2021. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Ameriprise held 142,589 shares of Phreesia worth $1.47M as of Q2 2026.
  • Ameriprise bought 34,842 Phreesia shares in Q2 2026, an estimated $324K.
  • Phreesia made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3230 holding.
  • Ameriprise first reported a position in Phreesia in Q3 2019 and has held it in 20 quarters since.
  • Ameriprise's Phreesia position peaked at $14.5M in Q2 2021.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.