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Costello Asset Management’s Phreesia PHR Stock Holding History

Costello Asset Management’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
Q1 		$1.68K Hold
200
– – ﹤0.01% 636
2025
Q4 		$3.38K Hold
200
– – ﹤0.01% 597
2025
Q3 		$4.7K Buy
+200
New +$5.44K ﹤0.01% 549

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Costello Asset Management's PHR Position: Q1 2026 in Review

Costello Asset Management held its Phreesia (PHR) position steady in Q1 2026 at 200 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Costello Asset Management first reported a position in PHR in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.7K in Q3 2025. 244 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Costello Asset Management held 200 shares of Phreesia worth $1.68K as of Q1 2026.
  • Costello Asset Management left its Phreesia share count unchanged in Q1 2026.
  • Phreesia made up ﹤0.01% of Costello Asset Management's portfolio in Q1 2026, its #636 holding.
  • Costello Asset Management first reported a position in Phreesia in Q3 2025 and has held it in 3 quarters since.
  • Costello Asset Management's Phreesia position peaked at $4.7K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.