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 Q2	$410	Hold	41	–	–	﹤0.01%	1749
2026 Q1	$396	Buy	+41	New	+$542	﹤0.01%	1702

Other funds holding PHR

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Cornerstone Planning Group's PHR Position: Q2 2026 in Review

Cornerstone Planning Group held its Phreesia (PHR) position steady in Q2 2026 at 41 shares worth $410. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Cornerstone Planning Group first reported a position in PHR in Q1 2026 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

Cornerstone Planning Group held 41 shares of Phreesia worth $410 as of Q2 2026.
Cornerstone Planning Group left its Phreesia share count unchanged in Q2 2026.
Phreesia made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1749 holding.
Cornerstone Planning Group first reported a position in Phreesia in Q1 2026 and has held it in 2 quarters since.
226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.