Larson Financial Group
PHR icon

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
Q3 		$2.38K Buy
230
+2
+0.9% +$22 ﹤0.01% 3172
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
Cambiar Investors
Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Larson Financial Group's PHR Position: Q3 2026 in Review

Larson Financial Group increased its Phreesia (PHR) stake by 0.88% in Q3 2026, buying an estimated $22 and bringing the position to 230 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3172.

Larson Financial Group first reported a position in PHR in Q1 2025 and has held it in 4 quarters since. The position peaked at $6.16K in Q1 2025. 80 funds tracked by Wall St. Rank hold PHR as of Q3 2026.

  • Larson Financial Group held 230 shares of Phreesia worth $2.38K as of Q3 2026.
  • Larson Financial Group bought 2 Phreesia shares in Q3 2026, an estimated $22.
  • Phreesia made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3172 holding.
  • Larson Financial Group first reported a position in Phreesia in Q1 2025 and has held it in 4 quarters since.
  • Larson Financial Group's Phreesia position peaked at $6.16K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held Phreesia as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.