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IFP Advisors’s Phreesia PHR Stock Holding History

IFP 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 		$13.3K Buy
1,289
+236
+22% +$2.19K ﹤0.01% 3219
2026
Q1 		$8.82K Buy
1,053
+874
+488% +$11.6K ﹤0.01% 3210
2025
Q4 		$3.03K Buy
179
+130
+265% +$2.68K ﹤0.01% 3672
2025
Q3 		$1.15K Buy
49
+3
+7% +$82 ﹤0.01% 3902
2025
Q2 		$1.31K Buy
+46
New +$1.17K ﹤0.01% 4106
2024
Q4 		– Hold
0
– – – 4133
2023
Q4 		– Sell
-30
Closed -$560 – 3260
2023
Q3 		$560 Hold
30
– – ﹤0.01% 3091
2023
Q2 		$930 Hold
30
– – ﹤0.01% 3093
2023
Q1 		$752 Hold
30
– – ﹤0.01% 3132
2022
Q4 		$1K Buy
30
+3
+11% +$81 ﹤0.01% 4439
2022
Q3 		$1K Hold
27
– – ﹤0.01% 4640
2022
Q2 		$1K Hold
27
– – ﹤0.01% 4414
2022
Q1 		$1K Buy
+27
New +$827 ﹤0.01% 4412
2020
Q4 		– Sell
-350
Closed -$15K – 3053
2020
Q3 		$11K Buy
+350
New +$10.4K ﹤0.01% 1873

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

IFP Advisors's PHR Position: Q2 2026 in Review

IFP Advisors increased its Phreesia (PHR) stake by 22% in Q2 2026, buying an estimated $2.19K and bringing the position to 1,289 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3219.

IFP Advisors first reported a position in PHR in Q3 2020 and has held it in 13 quarters since. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • IFP Advisors held 1,289 shares of Phreesia worth $13.3K as of Q2 2026.
  • IFP Advisors bought 236 Phreesia shares in Q2 2026, an estimated $2.19K.
  • Phreesia made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3219 holding.
  • IFP Advisors first reported a position in Phreesia in Q3 2020 and has held it in 13 quarters since.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.