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Itau Unibanco Holding S.A.’s Phreesia PHR Stock Holding History

Itau Unibanco Holding S.A.’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
-66,784
Closed -$560K – 465
2026
Q1 		$560K Buy
+66,784
New +$883K 0.01% 153

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

Itau Unibanco Holding S.A.'s PHR Position: Q2 2026 in Review

Itau Unibanco Holding S.A. sold out of Phreesia (PHR) in Q2 2026, closing a stake of 66,784 shares — an estimated $560K sold.

Itau Unibanco Holding S.A. first reported a position in PHR in Q1 2026 and held it in 1 quarter. The position peaked at $560K in Q1 2026. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Itau Unibanco Holding S.A. reported no remaining Phreesia position as of Q2 2026 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 66,784 Phreesia shares in Q2 2026, an estimated $560K.
  • Itau Unibanco Holding S.A. first reported a position in Phreesia in Q1 2026 and held it in 1 quarter.
  • Itau Unibanco Holding S.A.'s Phreesia position peaked at $560K in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2026, filed 14 Aug 2026.