First Trust Advisors
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First Trust Advisors’s Phreesia PHR Stock Holding History

First Trust Advisors’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 		$391K Buy
38,014
+27,547
+263% +$256K ﹤0.01% 2462
2026
Q1 		$87.7K Sell
10,467
-40,445
-79% -$535K ﹤0.01% 2590
2025
Q4 		$861K Sell
50,912
-124,098
-71% -$2.56M ﹤0.01% 2195
2025
Q3 		$4.12M Buy
175,010
+6,380
+4% +$174K ﹤0.01% 1478
2025
Q2 		$4.8M Buy
168,630
+23,086
+16% +$586K ﹤0.01% 1370
2025
Q1 		$3.72M Buy
145,544
+63,476
+77% +$1.73M ﹤0.01% 1470
2024
Q4 		$2.06M Buy
82,068
+61,898
+307% +$1.32M ﹤0.01% 1792
2024
Q3 		$460K Sell
20,170
-59,721
-75% -$1.4M ﹤0.01% 2189
2024
Q2 		$1.69M Buy
79,891
+47,371
+146% +$1.03M ﹤0.01% 1775
2024
Q1 		$778K Buy
+32,520
New +$808K ﹤0.01% 2040
2023
Q4 		– Sell
-40,118
Closed -$749K – 2413
2023
Q3 		$749K Sell
40,118
-33,146
-45% -$892K ﹤0.01% 2050
2023
Q2 		$2.27M Sell
73,264
-24,970
-25% -$782K ﹤0.01% 1638
2023
Q1 		$3.17M Buy
98,234
+38,844
+65% +$1.37M ﹤0.01% 1468
2022
Q4 		$1.92M Buy
59,390
+17,262
+41% +$469K ﹤0.01% 1713
2022
Q3 		$1.07M Buy
42,128
+29,258
+227% +$730K ﹤0.01% 1970
2022
Q2 		$322K Buy
12,870
+3,202
+33% +$70.5K ﹤0.01% 2289
2022
Q1 		$255K Sell
9,668
-26,024
-73% -$797K ﹤0.01% 2410
2021
Q4 		$1.49M Sell
35,692
-1,038
-3% -$61.7K ﹤0.01% 1909
2021
Q3 		$2.27M Buy
36,730
+2,794
+8% +$186K ﹤0.01% 1722
2021
Q2 		$2.08M Sell
33,936
-42,560
-56% -$2.22M ﹤0.01% 1797
2021
Q1 		$3.98M Buy
76,496
+5,799
+8% +$365K ﹤0.01% 1373
2020
Q4 		$3.84M Buy
+70,697
New +$3.03M 0.01% 1230

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

First Trust Advisors's PHR Position: Q2 2026 in Review

First Trust Advisors increased its Phreesia (PHR) stake by 263% in Q2 2026, buying an estimated $256K and bringing the position to 38,014 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

First Trust Advisors first reported a position in PHR in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.8M in Q2 2025. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • First Trust Advisors held 38,014 shares of Phreesia worth $391K as of Q2 2026.
  • First Trust Advisors bought 27,547 Phreesia shares in Q2 2026, an estimated $256K.
  • Phreesia made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2462 holding.
  • First Trust Advisors first reported a position in Phreesia in Q4 2020 and has held it in 22 quarters since.
  • First Trust Advisors's Phreesia position peaked at $4.8M in Q2 2025.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.