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Guggenheim Capital’s Phreesia PHR Stock Holding History

Guggenheim Capital’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 		$431K Buy
41,856
+7,144
+21% +$66.3K ﹤0.01% 1355
2026
Q1 		$291K Buy
+34,712
New +$459K ﹤0.01% 1392
2025
Q3 		– Sell
-7,402
Closed -$211K – 1641
2025
Q2 		$211K Buy
+7,402
New +$188K ﹤0.01% 1498

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

Guggenheim Capital's PHR Position: Q2 2026 in Review

Guggenheim Capital increased its Phreesia (PHR) stake by 21% in Q2 2026, buying an estimated $66.3K and bringing the position to 41,856 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Guggenheim Capital first reported a position in PHR in Q2 2025 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Guggenheim Capital held 41,856 shares of Phreesia worth $431K as of Q2 2026.
  • Guggenheim Capital bought 7,144 Phreesia shares in Q2 2026, an estimated $66.3K.
  • Phreesia made up ﹤0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1355 holding.
  • Guggenheim Capital first reported a position in Phreesia in Q2 2025 and has held it in 3 quarters since.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.