Envestnet Asset Management
PHR icon

Envestnet Asset Management’s Phreesia PHR Stock Holding History

Envestnet 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
Q1 		– Sell
-15,609
Closed -$264K – 4791
2025
Q4 		$264K Sell
15,609
-8,872
-36% -$183K ﹤0.01% 4117
2025
Q3 		$576K Sell
24,481
-9,560
-28% -$260K ﹤0.01% 3660
2025
Q2 		$969K Buy
34,041
+10,858
+47% +$276K ﹤0.01% 3298
2025
Q1 		$593K Buy
23,183
+2,325
+11% +$63.2K ﹤0.01% 3520
2024
Q4 		$525K Sell
20,858
-3,329
-14% -$71.1K ﹤0.01% 3562
2024
Q3 		$551K Buy
24,187
+242
+1% +$5.67K ﹤0.01% 3496
2024
Q2 		$508K Sell
23,945
-2,311
-9% -$50.1K ﹤0.01% 3452
2024
Q1 		$628K Buy
26,256
+3,960
+18% +$98.4K ﹤0.01% 3307
2023
Q4 		$516K Sell
22,296
-8,906
-29% -$154K ﹤0.01% 3313
2023
Q3 		$583K Buy
31,202
+14,699
+89% +$395K ﹤0.01% 3168
2023
Q2 		$512K Sell
16,503
-760
-4% -$23.8K ﹤0.01% 3192
2023
Q1 		$557K Buy
17,263
+1,438
+9% +$50.6K ﹤0.01% 3070
2022
Q4 		$512K Buy
15,825
+352
+2% +$9.55K ﹤0.01% 3086
2022
Q3 		$394K Buy
15,473
+3,852
+33% +$96.1K ﹤0.01% 3173
2022
Q2 		$291K Buy
11,621
+1,929
+20% +$42.5K ﹤0.01% 3374
2022
Q1 		$255K Buy
9,692
+1,015
+12% +$31.1K ﹤0.01% 3543
2021
Q4 		$361K Sell
8,677
-4,335
-33% -$257K ﹤0.01% 3297
2021
Q3 		$803K Sell
13,012
-2,878
-18% -$192K ﹤0.01% 2686
2021
Q2 		$974K Buy
15,890
+57
+0.4% +$2.97K ﹤0.01% 2546
2021
Q1 		$825K Buy
15,833
+3,157
+25% +$199K ﹤0.01% 2539
2020
Q4 		$688K Buy
12,676
+4,415
+53% +$189K ﹤0.01% 2486
2020
Q3 		$265K Buy
+8,261
New +$246K ﹤0.01% 2789

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Envestnet Asset Management's PHR Position: Q1 2026 in Review

Envestnet Asset Management sold out of Phreesia (PHR) in Q1 2026, closing a stake of 15,609 shares — an estimated $264K sold.

Envestnet Asset Management first reported a position in PHR in Q3 2020 and held it in 22 quarters. The position peaked at $974K in Q2 2021. 246 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Envestnet Asset Management reported no remaining Phreesia position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 15,609 Phreesia shares in Q1 2026, an estimated $264K.
  • Envestnet Asset Management first reported a position in Phreesia in Q3 2020 and held it in 22 quarters.
  • Envestnet Asset Management's Phreesia position peaked at $974K in Q2 2021.
  • 246 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.