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Clearstead Advisors’s Phreesia PHR Stock Holding History

Clearstead 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 		$577 Buy
+56
New +$520 ﹤0.01% 2881
2025
Q3 		– Sell
-4
Closed -$114 – 3204
2025
Q2 		$114 Buy
+4
New +$102 ﹤0.01% 2604
2024
Q3 		– Sell
-186
Closed -$3.94K – 2096
2024
Q2 		$3.94K Buy
+186
New +$4.04K ﹤0.01% 1719
2021
Q4 		– Sell
-463
Closed -$29K – 1398
2021
Q3 		$29K Buy
+463
New +$30.9K ﹤0.01% 713

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

Clearstead Advisors's PHR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Phreesia (PHR) in Q2 2026: 56 shares worth $577. The stake represents ﹤0.01% of the portfolio and ranks #2881 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PHR as recently as Q2 2025.

Clearstead Advisors first reported a position in PHR in Q3 2021 and has held it in 4 quarters since. The position peaked at $29K in Q3 2021. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Clearstead Advisors held 56 shares of Phreesia worth $577 as of Q2 2026.
  • Phreesia was a new Clearstead Advisors position in Q2 2026.
  • Phreesia made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2881 holding.
  • Clearstead Advisors first reported a position in Phreesia in Q3 2021 and has held it in 4 quarters since.
  • Clearstead Advisors's Phreesia position peaked at $29K in Q3 2021.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.