CAPTRUST Financial Advisors
PHR icon

CAPTRUST Financial Advisors’s Phreesia PHR Stock Holding History

CAPTRUST Financial Advisors’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 		$408K Buy
39,679
+19,244
+94% +$179K ﹤0.01% 2321
2026
Q1 		$172K Buy
+20,435
New +$270K ﹤0.01% 2720
2023
Q2 		– Sell
-7,708
Closed -$249K – 2578
2023
Q1 		$249K Buy
+7,708
New +$271K ﹤0.01% 1891
2022
Q3 		– Sell
-1,426
Closed -$36K – 3473
2022
Q2 		$36K Buy
1,426
+866
+155% +$19.1K ﹤0.01% 2998
2022
Q1 		$15K Buy
560
+251
+81% +$7.69K ﹤0.01% 3583
2021
Q4 		$13K Sell
309
-86
-22% -$5.11K ﹤0.01% 3567
2021
Q3 		$24K Buy
395
+226
+134% +$15.1K ﹤0.01% 3046
2021
Q2 		$10K Buy
169
+13
+8% +$677 ﹤0.01% 3547
2021
Q1 		$8K Buy
+156
New +$9.83K ﹤0.01% 3550

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

CAPTRUST Financial Advisors's PHR Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Phreesia (PHR) stake by 94% in Q2 2026, buying an estimated $179K and bringing the position to 39,679 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #2321.

CAPTRUST Financial Advisors first reported a position in PHR in Q1 2021 and has held it in 9 quarters since. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • CAPTRUST Financial Advisors held 39,679 shares of Phreesia worth $408K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 19,244 Phreesia shares in Q2 2026, an estimated $179K.
  • Phreesia made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2321 holding.
  • CAPTRUST Financial Advisors first reported a position in Phreesia in Q1 2021 and has held it in 9 quarters since.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.