Dunhill Financial’s Phreesia PHR Stock Holding History

Dunhill Financial’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	–	Sell	-1	Closed	-$15	–	2035
2025 Q4	$15	Buy	+1	New	+$21	﹤0.01%	1952

Other funds holding PHR

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Dunhill Financial's PHR Position: Q1 2026 in Review

Dunhill Financial sold out of Phreesia (PHR) in Q1 2026, closing a stake of 1 share — an estimated $15 sold.

Dunhill Financial first reported a position in PHR in Q4 2025 and held it in 1 quarter. The position peaked at $15 in Q4 2025. 244 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

Dunhill Financial reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
Dunhill Financial sold 1 Phreesia share in Q1 2026, an estimated $15.
Dunhill Financial first reported a position in Phreesia in Q4 2025 and held it in 1 quarter.
Dunhill Financial's Phreesia position peaked at $15 in Q4 2025.
244 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.