Creative Planning
PHR icon

Creative Planning’s Phreesia PHR Stock Holding History

Creative Planning’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 		$1.09M Buy
105,955
+10,728
+11% +$99.6K ﹤0.01% 2572
2026
Q1 		$798K Buy
+95,227
New +$1.26M ﹤0.01% 2644
2025
Q4 		– Sell
-9,268
Closed -$218K – 4057
2025
Q3 		$218K Buy
+9,268
New +$252K ﹤0.01% 3396
2025
Q2 		– Sell
-9,262
Closed -$237K – 3771
2025
Q1 		$237K Buy
9,262
+9,190
+12,764% +$250K ﹤0.01% 2935
2024
Q4 		$1.81K Buy
+72
New +$1.54K ﹤0.01% 3469

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

Creative Planning's PHR Position: Q2 2026 in Review

Creative Planning increased its Phreesia (PHR) stake by 11% in Q2 2026, buying an estimated $99.6K and bringing the position to 105,955 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2572.

Creative Planning first reported a position in PHR in Q4 2024 and has held it in 5 quarters since. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Creative Planning held 105,955 shares of Phreesia worth $1.09M as of Q2 2026.
  • Creative Planning bought 10,728 Phreesia shares in Q2 2026, an estimated $99.6K.
  • Phreesia made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2572 holding.
  • Creative Planning first reported a position in Phreesia in Q4 2024 and has held it in 5 quarters since.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.