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Larson Financial Group’s Phreesia PHR Stock Holding History

Larson Financial Group’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 		$2.35K Buy
228
+153
+204% +$1.42K ﹤0.01% 3059
2026
Q1 		$629 Buy
+75
New +$992 ﹤0.01% 3269
2025
Q2 		– Sell
-241
Closed -$6.16K – 3452
2025
Q1 		$6.16K Buy
+241
New +$6.55K ﹤0.01% 1826

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

Larson Financial Group's PHR Position: Q2 2026 in Review

Larson Financial Group increased its Phreesia (PHR) stake by 204% in Q2 2026, buying an estimated $1.42K and bringing the position to 228 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #3059.

Larson Financial Group first reported a position in PHR in Q1 2025 and has held it in 3 quarters since. The position peaked at $6.16K in Q1 2025. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Larson Financial Group held 228 shares of Phreesia worth $2.35K as of Q2 2026.
  • Larson Financial Group bought 153 Phreesia shares in Q2 2026, an estimated $1.42K.
  • Phreesia made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3059 holding.
  • Larson Financial Group first reported a position in Phreesia in Q1 2025 and has held it in 3 quarters since.
  • Larson Financial Group's Phreesia position peaked at $6.16K in Q1 2025.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.