AssetMark Inc’s Phreesia PHR Stock Holding History

AssetMark Inc’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	$19.9K	Hold	1,935	–	–	﹤0.01%	2182
2026 Q1	$16.2K	Hold	1,935	–	–	﹤0.01%	2135
2025 Q4	$32.7K	Buy	1,935 +237	+14%	+$4.89K	﹤0.01%	1851
2025 Q3	$39.9K	Hold	1,698	–	–	﹤0.01%	1708
2025 Q2	$48.3K	Buy	1,698 +13	+0.8%	+$330	﹤0.01%	1569
2025 Q1	$43.1K	Hold	1,685	–	–	﹤0.01%	1480
2024 Q4	$42.4K	Hold	1,685	–	–	﹤0.01%	1465
2024 Q3	$38.4K	Hold	1,685	–	–	﹤0.01%	1358
2024 Q2	$35.7K	Hold	1,685	–	–	﹤0.01%	1288
2024 Q1	$40.3K	Hold	1,685	–	–	﹤0.01%	1191
2023 Q4	$39K	Sell	1,685 -4	-0.2%	-$69	﹤0.01%	1205
2023 Q3	$31.6K	Buy	1,689 +4	+0.2%	+$108	﹤0.01%	1185
2023 Q2	$52.3K	Hold	1,685	–	–	﹤0.01%	1066
2023 Q1	$54.4K	Hold	1,685	–	–	﹤0.01%	1015
2022 Q4	$54.5K	Hold	1,685	–	–	﹤0.01%	1013
2022 Q3	$43K	Hold	1,685	–	–	﹤0.01%	978
2022 Q2	$42K	Buy	1,685 +500	+42%	+$11K	﹤0.01%	964
2022 Q1	$31K	Sell	1,185 -20	-2%	-$613	﹤0.01%	1003
2021 Q4	$50K	Buy	1,205 +85	+8%	+$5.05K	﹤0.01%	910
2021 Q3	$69K	Hold	1,120	–	–	﹤0.01%	722
2021 Q2	$69K	Buy	1,120 +45	+4%	+$2.34K	﹤0.01%	702
2021 Q1	$56K	Hold	1,075	–	–	﹤0.01%	716
2020 Q4	$58K	Buy	1,075 +25	+2%	+$1.07K	﹤0.01%	690
2020 Q3	$34K	Buy	1,050 +185	+21%	+$5.51K	﹤0.01%	741
2020 Q2	$24K	Buy	865 +295	+52%	+$7.68K	﹤0.01%	773
2020 Q1	$12K	Buy	+570	New	+$15.6K	﹤0.01%	957

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

AssetMark Inc's PHR Position: Q2 2026 in Review

AssetMark Inc held its Phreesia (PHR) position steady in Q2 2026 at 1,935 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2182.

AssetMark Inc first reported a position in PHR in Q1 2020 and has held it in 26 quarters since. The position peaked at $69K in Q3 2021. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

AssetMark Inc held 1,935 shares of Phreesia worth $19.9K as of Q2 2026.
AssetMark Inc left its Phreesia share count unchanged in Q2 2026.
Phreesia made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2182 holding.
AssetMark Inc first reported a position in Phreesia in Q1 2020 and has held it in 26 quarters since.
AssetMark Inc's Phreesia position peaked at $69K in Q3 2021.
227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.