Cornerstone Planning Group
PHR icon

Cornerstone Planning Group’s Phreesia PHR Stock Holding History

Cornerstone Planning 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
Q3 		– Sell
-41
Closed -$410 – 1260
2026
Q2 		$410 Hold
41
– – ﹤0.01% 1749
2026
Q1 		$396 Buy
+41
New +$542 ﹤0.01% 1702

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Legacy Advisors
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Sterling Capital Management
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State of Alaska Department of Revenue
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Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
N10 Wealth
N10 Wealth Greenwich, Connecticut $348M AUM

Cornerstone Planning Group's PHR Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Phreesia (PHR) in Q3 2026, closing a stake of 41 shares — an estimated $410 sold.

Cornerstone Planning Group first reported a position in PHR in Q1 2026 and held it in 2 quarters. The position peaked at $410 in Q2 2026. 26 funds tracked by Wall St. Rank hold PHR as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Phreesia position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 41 Phreesia shares in Q3 2026, an estimated $410.
  • Cornerstone Planning Group first reported a position in Phreesia in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's Phreesia position peaked at $410 in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Phreesia as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.