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Blue Trust Inc’s Phreesia PHR Stock Holding History

Blue Trust 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
Q1 		– Sell
-28
Closed -$474 – 2636
2025
Q4 		$474 Hold
28
– – ﹤0.01% 2400
2025
Q3 		$659 Hold
28
– – ﹤0.01% 2383
2025
Q2 		$797 Hold
28
– – ﹤0.01% 2277
2025
Q1 		$716 Buy
+28
New +$761 ﹤0.01% 2326
2024
Q4 		– Sell
-418
Closed -$8.86K – 2842
2024
Q3 		$8.86K Buy
418
+110
+36% +$2.58K ﹤0.01% 2231
2024
Q2 		$7.37K Buy
+308
New +$6.68K ﹤0.01% 2048
2024
Q1 		– Sell
-21
Closed – – 2591
2023
Q4 		$0 Buy
+21
New +$362 ﹤0.01% 2652
2023
Q1 		– Sell
-13
Closed – – 2553
2022
Q4 		$0 Sell
13
-186
-93% -$5.05K ﹤0.01% 2406
2022
Q3 		$5K Buy
+199
New +$4.97K ﹤0.01% 1573

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 $3.38T AUM 44.17% 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

Blue Trust Inc's PHR Position: Q1 2026 in Review

Blue Trust Inc sold out of Phreesia (PHR) in Q1 2026, closing a stake of 28 shares — an estimated $474 sold.

Blue Trust Inc first reported a position in PHR in Q3 2022 and held it in 9 quarters. The position peaked at $8.86K in Q3 2024. 246 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Blue Trust Inc reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 28 Phreesia shares in Q1 2026, an estimated $474.
  • Blue Trust Inc first reported a position in Phreesia in Q3 2022 and held it in 9 quarters.
  • Blue Trust Inc's Phreesia position peaked at $8.86K in Q3 2024.
  • 246 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.