Focus Partners Wealth
PHR icon

Focus Partners Wealth’s Phreesia PHR Stock Holding History

Focus Partners Wealth’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 		$330K Buy
32,041
+16,352
+104% +$152K ﹤0.01% 2213
2026
Q1 		$131K Buy
+15,689
New +$208K ﹤0.01% 2484

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

Focus Partners Wealth's PHR Position: Q2 2026 in Review

Focus Partners Wealth increased its Phreesia (PHR) stake by 104% in Q2 2026, buying an estimated $152K and bringing the position to 32,041 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

Focus Partners Wealth first reported a position in PHR in Q1 2026 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Focus Partners Wealth held 32,041 shares of Phreesia worth $330K as of Q2 2026.
  • Focus Partners Wealth bought 16,352 Phreesia shares in Q2 2026, an estimated $152K.
  • Phreesia made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2213 holding.
  • Focus Partners Wealth first reported a position in Phreesia in Q1 2026 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.