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Clayton Financial Group’s Phreesia PHR Stock Holding History

Clayton Financial Group’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 		– Sell
-100
Closed -$838 – 440
2026
Q1 		$838 Hold
100
– – ﹤0.01% 575
2025
Q4 		$1.69K Hold
100
– – ﹤0.01% 486
2025
Q3 		$2.35K Buy
+100
New +$2.72K ﹤0.01% 237

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

Clayton Financial Group's PHR Position: Q2 2026 in Review

Clayton Financial Group sold out of Phreesia (PHR) in Q2 2026, closing a stake of 100 shares — an estimated $838 sold.

Clayton Financial Group first reported a position in PHR in Q3 2025 and held it in 3 quarters. The position peaked at $2.35K in Q3 2025. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Clayton Financial Group reported no remaining Phreesia position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 100 Phreesia shares in Q2 2026, an estimated $838.
  • Clayton Financial Group first reported a position in Phreesia in Q3 2025 and held it in 3 quarters.
  • Clayton Financial Group's Phreesia position peaked at $2.35K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.