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Fulcrum Asset Management’s Phreesia PHR Stock Holding History

Fulcrum 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
Q2 		$1.13K Buy
+110
New +$1.02K ﹤0.01% 934

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

Fulcrum Asset Management's PHR Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Phreesia (PHR) in Q2 2026: 110 shares worth $1.13K. The stake represents ﹤0.01% of the portfolio and ranks #934 among its holdings.

226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Fulcrum Asset Management held 110 shares of Phreesia worth $1.13K as of Q2 2026.
  • Phreesia was a new Fulcrum Asset Management position in Q2 2026.
  • Phreesia made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #934 holding.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.