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Bellevue Asset Management’s Phreesia PHR Stock Holding History

Bellevue Asset Management’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 		– Sell
-167
Closed -$2.82K – 464
2025
Q4 		$2.82K Buy
167
+23
+16% +$475 ﹤0.01% 402
2025
Q3 		$3.39K Buy
144
+22
+18% +$598 ﹤0.01% 383
2025
Q2 		$3.47K Hold
122
– – ﹤0.01% 388
2025
Q1 		$3.12K Hold
122
– – ﹤0.01% 379
2024
Q4 		$3.07K Hold
122
– – ﹤0.01% 405
2024
Q3 		$2.78K Hold
122
– – ﹤0.01% 381
2024
Q2 		$2.59K Hold
122
– – ﹤0.01% 383
2024
Q1 		$2.92K Hold
122
– – ﹤0.01% 370
2023
Q4 		$2.82K Buy
122
+29
+31% +$500 ﹤0.01% 367
2023
Q3 		$1.74K Hold
93
– – ﹤0.01% 402
2023
Q2 		$2.88K Hold
93
– – ﹤0.01% 367
2023
Q1 		$3K Hold
93
– – ﹤0.01% 368
2022
Q4 		$2.99K Hold
93
– – ﹤0.01% 354
2022
Q3 		$2K Buy
93
+10
+12% +$250 ﹤0.01% 423
2022
Q2 		$2K Buy
83
+23
+38% +$506 ﹤0.01% 425
2022
Q1 		$2K Sell
60
-11
-15% -$337 ﹤0.01% 469
2021
Q4 		$3K Sell
71
-7
-9% -$416 ﹤0.01% 456
2021
Q3 		$5K Hold
78
– – ﹤0.01% 389
2021
Q2 		$5K Sell
78
-8
-9% -$417 ﹤0.01% 388
2021
Q1 		$4K Sell
86
-8
-9% -$504 ﹤0.01% 470
2020
Q4 		$7K Sell
94
-13
-12% -$558 ﹤0.01% 376
2020
Q3 		$3K Hold
107
– – ﹤0.01% 498
2020
Q2 		$3K Buy
107
+45
+73% +$1.17K ﹤0.01% 493
2020
Q1 		$2K Buy
62
+30
+94% +$822 ﹤0.01% 522
2019
Q4 		$1K Buy
+32
New +$884 ﹤0.01% 512

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Bellevue Asset Management's PHR Position: Q1 2026 in Review

Bellevue Asset Management sold out of Phreesia (PHR) in Q1 2026, closing a stake of 167 shares — an estimated $2.82K sold.

Bellevue Asset Management first reported a position in PHR in Q4 2019 and held it in 25 quarters. The position peaked at $7K in Q4 2020. 246 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Bellevue Asset Management reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
  • Bellevue Asset Management sold 167 Phreesia shares in Q1 2026, an estimated $2.82K.
  • Bellevue Asset Management first reported a position in Phreesia in Q4 2019 and held it in 25 quarters.
  • Bellevue Asset Management's Phreesia position peaked at $7K in Q4 2020.
  • 246 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.