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Capital Advisors Ltd’s Phreesia PHR Stock Holding History

Capital Advisors Ltd’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 – – 1543
2025
Q4 		$0 Hold
28
– – ﹤0.01% 1521
2025
Q3 		$1K Hold
28
– – ﹤0.01% 1259
2025
Q2 		$1K Hold
28
– – ﹤0.01% 1243
2025
Q1 		$1K Hold
28
– – ﹤0.01% 1246
2024
Q4 		$1K Hold
28
– – ﹤0.01% 1273
2024
Q3 		$1K Hold
28
– – ﹤0.01% 1265
2024
Q2 		$1K Hold
28
– – ﹤0.01% 1258
2024
Q1 		$1K Hold
28
– – ﹤0.01% 1247
2023
Q4 		$1K Hold
28
– – ﹤0.01% 1198
2023
Q3 		$1K Hold
28
– – ﹤0.01% 1191
2023
Q2 		$1K Hold
28
– – ﹤0.01% 1199
2023
Q1 		$1K Hold
28
– – ﹤0.01% 1091
2022
Q4 		$1K Sell
28
-9
-24% -$244 ﹤0.01% 1055
2022
Q3 		$1K Buy
37
+9
+32% +$225 ﹤0.01% 1090
2022
Q2 		$1K Buy
+28
New +$617 ﹤0.01% 860

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Capital Advisors Ltd's PHR Position: Q1 2026 in Review

Capital Advisors Ltd sold out of Phreesia (PHR) in Q1 2026, closing a stake of 28 shares.

Capital Advisors Ltd first reported a position in PHR in Q2 2022 and held it in 15 quarters. The position peaked at $1K in Q3 2025. 244 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Capital Advisors Ltd reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 28 Phreesia shares in Q1 2026.
  • Capital Advisors Ltd first reported a position in Phreesia in Q2 2022 and held it in 15 quarters.
  • Capital Advisors Ltd's Phreesia position peaked at $1K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Capital Advisors Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.