Carson Wealth (CWM LLC)
PHR icon

Carson Wealth (CWM LLC)’s Phreesia PHR Stock Holding History

Carson Wealth (CWM 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
Q1 		$742K Buy
88,565
+81,677
+1,186% +$1.08M ﹤0.01% 1736
2025
Q4 		$117K Buy
6,888
+3,545
+106% +$73.1K ﹤0.01% 2952
2025
Q3 		$79K Sell
3,343
-436
-12% -$11.9K ﹤0.01% 3162
2025
Q2 		$108K Sell
3,779
-261
-6% -$6.62K ﹤0.01% 2645
2025
Q1 		$103K Buy
4,040
+3,671
+995% +$99.8K ﹤0.01% 2406
2024
Q4 		$9K Buy
369
+91
+33% +$1.94K ﹤0.01% 3941
2024
Q3 		$6K Buy
278
+21
+8% +$492 ﹤0.01% 4031
2024
Q2 		$5K Buy
257
+34
+15% +$738 ﹤0.01% 3887
2024
Q1 		$5K Sell
223
-325
-59% -$8.07K ﹤0.01% 3680
2023
Q4 		$13K Sell
548
-734
-57% -$12.7K ﹤0.01% 3043
2023
Q3 		$24K Buy
1,282
+825
+181% +$22.2K ﹤0.01% 2572
2023
Q2 		$14K Buy
457
+27
+6% +$845 ﹤0.01% 2878
2023
Q1 		$14K Hold
430
– – ﹤0.01% 2755
2022
Q4 		$14K Buy
430
+122
+40% +$3.31K ﹤0.01% 2614
2022
Q3 		$8K Hold
308
– – ﹤0.01% 2837
2022
Q2 		$8K Buy
308
+270
+711% +$5.95K ﹤0.01% 2728
2022
Q1 		$1K Buy
38
+25
+192% +$766 ﹤0.01% 3393
2021
Q4 		$1K Buy
+13
New +$772 ﹤0.01% 3358

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

Carson Wealth (CWM LLC)'s PHR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Phreesia (PHR) stake by 1,186% in Q1 2026, buying an estimated $1.08M and bringing the position to 88,565 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Carson Wealth (CWM LLC) first reported a position in PHR in Q4 2021 and has held it in 18 quarters since. 246 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 88,565 shares of Phreesia worth $742K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 81,677 Phreesia shares in Q1 2026, an estimated $1.08M.
  • Phreesia made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1736 holding.
  • Carson Wealth (CWM LLC) first reported a position in Phreesia in Q4 2021 and has held it in 18 quarters since.
  • 246 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.