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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
Q2 		$2.06K Hold
200
– – ﹤0.01% 659
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 $1.41B 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

Costello Asset Management's PHR Position: Q2 2026 in Review

Costello Asset Management held its Phreesia (PHR) position steady in Q2 2026 at 200 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Costello Asset Management first reported a position in PHR in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.7K in Q3 2025. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Costello Asset Management held 200 shares of Phreesia worth $2.06K as of Q2 2026.
  • Costello Asset Management left its Phreesia share count unchanged in Q2 2026.
  • Phreesia made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #659 holding.
  • Costello Asset Management first reported a position in Phreesia in Q3 2025 and has held it in 4 quarters since.
  • Costello Asset Management's Phreesia position peaked at $4.7K in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.