Handelsbanken Fonder’s Phreesia PHR Stock Holding History

Handelsbanken Fonder’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	–	Sell	-12,600	Closed	-$106K	–	1539
2026 Q1	$106K	Hold	12,600	–	–	﹤0.01%	1486
2025 Q4	$213K	Hold	12,600	–	–	﹤0.01%	1482
2025 Q3	$296K	Hold	12,600	–	–	﹤0.01%	1422
2025 Q2	$359K	Hold	12,600	–	–	﹤0.01%	1373
2025 Q1	$322K	Hold	12,600	–	–	﹤0.01%	1385
2024 Q4	$317K	Buy	12,600 +2,400	+24%	+$51.3K	﹤0.01%	1437
2024 Q3	$232K	Hold	10,200	–	–	﹤0.01%	1473
2024 Q2	$216K	Buy	+10,200	New	+$221K	﹤0.01%	1469
2023 Q3	–	Sell	-6,800	Closed	-$211K	–	1577
2023 Q2	$211K	Hold	6,800	–	–	﹤0.01%	1478
2023 Q1	$220K	Hold	6,800	–	–	﹤0.01%	1425
2022 Q4	$220K	Buy	+6,800	New	+$185K	﹤0.01%	1395
2022 Q1	–	Sell	-6,800	Closed	-$283K	–	1722
2021 Q4	$283K	Buy	+6,800	New	+$404K	﹤0.01%	1628

Other funds holding PHR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Handelsbanken Fonder's PHR Position: Q2 2026 in Review

Handelsbanken Fonder sold out of Phreesia (PHR) in Q2 2026, closing a stake of 12,600 shares — an estimated $106K sold.

Handelsbanken Fonder first reported a position in PHR in Q4 2021 and held it in 12 quarters. The position peaked at $359K in Q2 2025. 13 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

Handelsbanken Fonder reported no remaining Phreesia position as of Q2 2026 after selling out during the quarter.
Handelsbanken Fonder sold 12,600 Phreesia shares in Q2 2026, an estimated $106K.
Handelsbanken Fonder first reported a position in Phreesia in Q4 2021 and held it in 12 quarters.
Handelsbanken Fonder's Phreesia position peaked at $359K in Q2 2025.
13 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Handelsbanken Fonder's 13F filing for Q2 2026, filed 10 Jul 2026.