Fidelity Investments
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Fidelity Investments’s Phreesia PHR Stock Holding History

Fidelity Investments’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 		$4.76M Buy
463,002
+107,319
+30% +$997K ﹤0.01% 2430
2026
Q1 		$2.98M Sell
355,683
-7,288
-2% -$96.4K ﹤0.01% 2497
2025
Q4 		$6.14M Sell
362,971
-3,556,113
-91% -$73.4M ﹤0.01% 2218
2025
Q3 		$92.2M Sell
3,919,084
-976,190
-20% -$26.5M ﹤0.01% 1223
2025
Q2 		$139M Sell
4,895,274
-860,515
-15% -$21.8M 0.01% 973
2025
Q1 		$147M Sell
5,755,789
-396,937
-6% -$10.8M 0.01% 931
2024
Q4 		$155M Sell
6,152,726
-544,669
-8% -$11.6M 0.01% 928
2024
Q3 		$153M Sell
6,697,395
-44,054
-0.7% -$1.03M 0.01% 926
2024
Q2 		$143M Sell
6,741,449
-944,541
-12% -$20.5M 0.01% 906
2024
Q1 		$184M Sell
7,685,990
-6,021
-0.1% -$150K 0.01% 820
2023
Q4 		$178M Sell
7,692,011
-164,540
-2% -$2.84M 0.01% 790
2023
Q3 		$147M Buy
7,856,551
+624,456
+9% +$16.8M 0.01% 818
2023
Q2 		$224M Buy
7,232,095
+115,376
+2% +$3.61M 0.02% 678
2023
Q1 		$230M Sell
7,116,719
-776,110
-10% -$27.3M 0.02% 655
2022
Q4 		$255M Buy
7,892,829
+17,530
+0.2% +$476K 0.03% 602
2022
Q3 		$201M Buy
7,875,299
+1,657,650
+27% +$41.4M 0.02% 652
2022
Q2 		$156M Buy
6,217,649
+1,363,173
+28% +$30M 0.02% 789
2022
Q1 		$128M Sell
4,854,476
-646,138
-12% -$19.8M 0.01% 969
2021
Q4 		$229M Sell
5,500,614
-780,448
-12% -$46.4M 0.02% 749
2021
Q3 		$388M Sell
6,281,062
-627,334
-9% -$41.9M 0.03% 526
2021
Q2 		$423M Buy
6,908,396
+288,633
+4% +$15M 0.03% 497
2021
Q1 		$345M Sell
6,619,763
-4,664
-0.1% -$294K 0.03% 570
2020
Q4 		$359M Buy
6,624,427
+3,383,209
+104% +$145M 0.03% 504
2020
Q3 		$104M Buy
3,241,218
+359,821
+12% +$10.7M 0.01% 885
2020
Q2 		$81.5M Buy
2,881,397
+623,237
+28% +$16.2M 0.01% 960
2020
Q1 		$47.5M Buy
2,258,160
+232,494
+11% +$6.37M 0.01% 1053
2019
Q4 		$54M Buy
2,025,666
+1,088,782
+116% +$30.1M 0.01% 1175
2019
Q3 		$22.7M Buy
+936,884
New +$24.7M ﹤0.01% 1525

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

Fidelity Investments's PHR Position: Q2 2026 in Review

Fidelity Investments increased its Phreesia (PHR) stake by 30% in Q2 2026, buying an estimated $997K and bringing the position to 463,002 shares worth $4.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2430.

Fidelity Investments first reported a position in PHR in Q3 2019 and has held it in 28 quarters since. The position peaked at $423M in Q2 2021. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Fidelity Investments held 463,002 shares of Phreesia worth $4.76M as of Q2 2026.
  • Fidelity Investments bought 107,319 Phreesia shares in Q2 2026, an estimated $997K.
  • Phreesia made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2430 holding.
  • Fidelity Investments first reported a position in Phreesia in Q3 2019 and has held it in 28 quarters since.
  • Fidelity Investments's Phreesia position peaked at $423M in Q2 2021.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.