LGL Partners’s Phreesia PHR Stock Holding History

LGL Partners’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	$128K	Hold	12,487	–	–	0.05%	62
2026 Q1	$105K	Hold	12,487	–	–	0.04%	65
2025 Q4	$211K	Hold	12,487	–	–	0.09%	53
2025 Q3	$294K	Hold	12,487	–	–	0.13%	44
2025 Q2	$335K	Sell	12,487 -14,862	-54%	-$377K	0.15%	40
2025 Q1	$699K	Buy	+27,349	New	+$743K	0.34%	30
2020 Q4	–	Sell	-62,761	Closed	-$2.02M	–	97
2020 Q3	$2.02M	Sell	62,761 -66,933	-52%	-$1.99M	1.22%	19
2020 Q2	$3.67M	Buy	+129,694	New	+$3.38M	2.28%	10

Other funds holding PHR

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 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

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

LGL Partners's PHR Position: Q2 2026 in Review

LGL Partners held its Phreesia (PHR) position steady in Q2 2026 at 12,487 shares worth $128K. The position accounts for 0.05% of the portfolio, ranked #62.

LGL Partners first reported a position in PHR in Q2 2020 and has held it in 8 quarters since. The position peaked at $3.67M in Q2 2020. 42 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

LGL Partners held 12,487 shares of Phreesia worth $128K as of Q2 2026.
LGL Partners left its Phreesia share count unchanged in Q2 2026.
Phreesia made up 0.05% of LGL Partners's portfolio in Q2 2026, its #62 holding.
LGL Partners first reported a position in Phreesia in Q2 2020 and has held it in 8 quarters since.
LGL Partners's Phreesia position peaked at $3.67M in Q2 2020.
42 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.