Legacy Advisors’s Phreesia PHR Stock Holding History

Legacy 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	$300K	Sell	29,162 -43	-0.1%	-$399	0.03%	242
2026 Q1	$245K	Buy	29,205 +195	+0.7%	+$2.58K	0.03%	237
2025 Q4	$491K	Hold	29,010	–	–	0.05%	168
2025 Q3	$682K	Buy	+29,010	New	+$789K	0.08%	126
2025 Q2	–	Sell	-29,010	Closed	-$741K	–	304
2025 Q1	$741K	Hold	29,010	–	–	0.08%	204
2024 Q4	$730K	Hold	29,010	–	–	0.07%	207
2024 Q3	$661K	Hold	29,010	–	–	0.07%	209
2024 Q2	$615K	Hold	29,010	–	–	0.07%	188
2024 Q1	$694K	Hold	29,010	–	–	0.09%	178
2023 Q4	$672K	Buy	29,010 +10,010	+53%	+$173K	0.09%	170
2023 Q3	$355K	Hold	19,000	–	–	0.06%	216
2023 Q2	$589K	Hold	19,000	–	–	0.09%	159
2023 Q1	$614K	Hold	19,000	–	–	0.11%	132
2022 Q4	$615K	Hold	19,000	–	–	0.11%	129
2022 Q3	$484K	Hold	19,000	–	–	0.11%	129
2022 Q2	$475K	Hold	19,000	–	–	0.1%	125
2022 Q1	$501K	Hold	19,000	–	–	0.1%	125
2021 Q4	$792K	Hold	19,000	–	–	0.29%	48
2021 Q3	$1.17M	Sell	19,000 -1,999	-10%	-$133K	0.47%	35
2021 Q2	$1.29M	Hold	20,999	–	–	0.52%	35
2021 Q1	$1.09M	Hold	20,999	–	–	0.48%	34
2020 Q4	$1.14M	Sell	20,999 -8,000	-28%	-$343K	0.65%	32
2020 Q3	$932K	Hold	28,999	–	–	0.62%	33
2020 Q2	$820K	Buy	+28,999	New	+$755K	0.65%	33

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

Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SFA

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Legacy Advisors's PHR Position: Q2 2026 in Review

Legacy Advisors reduced its Phreesia (PHR) stake by 0.15% in Q2 2026, selling an estimated $399 and leaving 29,162 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #242.

Legacy Advisors first reported a position in PHR in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.29M in Q2 2021. 26 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

Legacy Advisors held 29,162 shares of Phreesia worth $300K as of Q2 2026.
Legacy Advisors sold 43 Phreesia shares in Q2 2026, an estimated $399.
Phreesia made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #242 holding.
Legacy Advisors first reported a position in Phreesia in Q2 2020 and has held it in 24 quarters since.
Legacy Advisors's Phreesia position peaked at $1.29M in Q2 2021.
26 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.