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Essential Partners’s Phreesia PHR Stock Holding History

Essential Partners’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 		$15K Sell
1,456
-7,857
-84% -$73K 0.01% 1016
2026
Q1 		$78K Buy
9,313
+8,873
+2,017% +$117K 0.03% 481
2025
Q4 		$7.45K Buy
440
+117
+36% +$2.41K ﹤0.01% 1270
2025
Q3 		$7.6K Buy
323
+135
+72% +$3.67K ﹤0.01% 1267
2025
Q2 		$5.35K Buy
+188
New +$4.77K ﹤0.01% 1031

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 $3.38T AUM 44.17% 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

Essential Partners's PHR Position: Q2 2026 in Review

Essential Partners reduced its Phreesia (PHR) stake by 84% in Q2 2026, selling an estimated $73K and leaving 1,456 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #1016.

Essential Partners first reported a position in PHR in Q2 2025 and has held it in 5 quarters since. The position peaked at $78K in Q1 2026. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Essential Partners held 1,456 shares of Phreesia worth $15K as of Q2 2026.
  • Essential Partners sold 7,857 Phreesia shares in Q2 2026, an estimated $73K.
  • Phreesia made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1016 holding.
  • Essential Partners first reported a position in Phreesia in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Phreesia position peaked at $78K in Q1 2026.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.