C
PHR icon

Covestor’s Phreesia PHR Stock Holding History

Covestor’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 		$0 Sell
45
-489
-92% -$4.54K ﹤0.01% 2760
2026
Q1 		$4K Buy
534
+530
+13,250% +$7.01K ﹤0.01% 1879
2025
Q4 		$0 Hold
4
– – ﹤0.01% 2628
2025
Q3 		$0 Sell
4
-2
-33% -$54 ﹤0.01% 2644
2025
Q2 		$0 Sell
6
-43
-88% -$1.09K ﹤0.01% 2621
2025
Q1 		$1K Sell
49
-21
-30% -$571 ﹤0.01% 2068
2024
Q4 		$2K Buy
70
+66
+1,650% +$1.41K ﹤0.01% 1923
2024
Q3 		$0 Hold
4
– – ﹤0.01% 2616
2024
Q2 		$0 Hold
4
– – ﹤0.01% 2621
2024
Q1 		$0 Sell
4
-1
-20% -$25 ﹤0.01% 2608
2023
Q4 		$0 Hold
5
– – ﹤0.01% 2568
2023
Q3 		$0 Sell
5
-1
-17% -$27 ﹤0.01% 2557
2023
Q2 		$0 Hold
6
– – ﹤0.01% 2512
2023
Q1 		$0 Hold
6
– – ﹤0.01% 2439
2022
Q4 		$0 Hold
6
– – ﹤0.01% 2465
2022
Q3 		$0 Sell
6
-2
-25% -$50 ﹤0.01% 2432
2022
Q2 		$0 Sell
8
-2
-20% -$44 ﹤0.01% 2248
2022
Q1 		$0 Buy
10
+1
+11% +$31 ﹤0.01% 2355
2021
Q4 		$0 Buy
+9
New +$535 ﹤0.01% 2251

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

Covestor's PHR Position: Q2 2026 in Review

Covestor reduced its Phreesia (PHR) stake by 92% in Q2 2026, selling an estimated $4.54K and leaving 45 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2760.

Covestor first reported a position in PHR in Q4 2021 and has held it in 19 quarters since. The position peaked at $4K in Q1 2026. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Covestor held 45 shares of Phreesia worth $0 as of Q2 2026.
  • Covestor sold 489 Phreesia shares in Q2 2026, an estimated $4.54K.
  • Phreesia made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2760 holding.
  • Covestor first reported a position in Phreesia in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Phreesia position peaked at $4K in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.