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Diversified Trust’s Phreesia PHR Stock Holding History

Diversified Trust’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 		$196K Sell
19,088
-35,330
-65% -$328K ﹤0.01% 1047
2026
Q1 		$456K Buy
54,418
+2,996
+6% +$39.6K 0.01% 716
2025
Q4 		$870K Buy
51,422
+5,600
+12% +$116K 0.02% 484
2025
Q3 		$1.08M Buy
45,822
+780
+2% +$21.2K 0.02% 402
2025
Q2 		$1.28M Buy
45,042
+426
+1% +$10.8K 0.03% 326
2025
Q1 		$1.14M Buy
44,616
+20,260
+83% +$551K 0.03% 324
2024
Q4 		$613K Hold
24,356
– – 0.01% 529
2024
Q3 		$555K Buy
24,356
+2,782
+13% +$65.2K 0.01% 562
2024
Q2 		$457K Buy
21,574
+10,893
+102% +$236K 0.01% 565
2024
Q1 		$256K Buy
+10,681
New +$265K 0.01% 691
2021
Q2 		– Sell
-5,359
Closed -$279K – 866
2021
Q1 		$279K Buy
+5,359
New +$338K 0.01% 569

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

Diversified Trust's PHR Position: Q2 2026 in Review

Diversified Trust reduced its Phreesia (PHR) stake by 65% in Q2 2026, selling an estimated $328K and leaving 19,088 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Diversified Trust first reported a position in PHR in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.28M in Q2 2025. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Diversified Trust held 19,088 shares of Phreesia worth $196K as of Q2 2026.
  • Diversified Trust sold 35,330 Phreesia shares in Q2 2026, an estimated $328K.
  • Phreesia made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #1047 holding.
  • Diversified Trust first reported a position in Phreesia in Q1 2021 and has held it in 11 quarters since.
  • Diversified Trust's Phreesia position peaked at $1.28M in Q2 2025.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.