Corient Private Wealth
PHR icon

Corient Private Wealth’s Phreesia PHR Stock Holding History

Corient Private Wealth’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 		$1.53M Buy
148,290
+121,413
+452% +$1.13M ﹤0.01% 1556
2026
Q1 		$225K Buy
+26,877
New +$356K ﹤0.01% 2490
2025
Q4 		– Sell
-20,629
Closed -$485K – 2755
2025
Q3 		$485K Buy
+20,629
New +$561K ﹤0.01% 1807
2023
Q3 		– Sell
-6,528
Closed -$202K – 2213
2023
Q2 		$202K Hold
6,528
– – ﹤0.01% 1872
2023
Q1 		$211K Buy
+6,528
New +$230K ﹤0.01% 1779

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

Corient Private Wealth's PHR Position: Q2 2026 in Review

Corient Private Wealth increased its Phreesia (PHR) stake by 452% in Q2 2026, buying an estimated $1.13M and bringing the position to 148,290 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Corient Private Wealth first reported a position in PHR in Q1 2023 and has held it in 5 quarters since. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Corient Private Wealth held 148,290 shares of Phreesia worth $1.53M as of Q2 2026.
  • Corient Private Wealth bought 121,413 Phreesia shares in Q2 2026, an estimated $1.13M.
  • Phreesia made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1556 holding.
  • Corient Private Wealth first reported a position in Phreesia in Q1 2023 and has held it in 5 quarters since.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.