Brighton Jones LLC’s Phreesia PHR Stock Holding History

Brighton Jones LLC’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	$289K	Buy	28,128 +16,720	+147%	+$155K	0.01%	1070
2026 Q1	$95.6K	Buy	+11,408	New	+$151K	﹤0.01%	1129

Other funds holding PHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

Brighton Jones LLC's PHR Position: Q2 2026 in Review

Brighton Jones LLC increased its Phreesia (PHR) stake by 147% in Q2 2026, buying an estimated $155K and bringing the position to 28,128 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #1070.

Brighton Jones LLC first reported a position in PHR in Q1 2026 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

Brighton Jones LLC held 28,128 shares of Phreesia worth $289K as of Q2 2026.
Brighton Jones LLC bought 16,720 Phreesia shares in Q2 2026, an estimated $155K.
Phreesia made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #1070 holding.
Brighton Jones LLC first reported a position in Phreesia in Q1 2026 and has held it in 2 quarters since.
94 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.