LPL Financial
PHR icon

LPL Financial’s Phreesia PHR Stock Holding History

LPL Financial’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 		$959K Buy
93,181
+60,962
+189% +$566K ﹤0.01% 4458
2026
Q1 		$270K Buy
+32,219
New +$426K ﹤0.01% 5265
2025
Q3 		– Sell
-20,714
Closed -$590K – 5941
2025
Q2 		$590K Buy
20,714
+12,388
+149% +$314K ﹤0.01% 4243
2025
Q1 		$213K Sell
8,326
-250
-3% -$6.8K ﹤0.01% 4828
2024
Q4 		$216K Buy
+8,576
New +$183K ﹤0.01% 4766
2021
Q4 		– Sell
-4,858
Closed -$300K – 4434
2021
Q3 		$300K Buy
4,858
+429
+10% +$28.6K ﹤0.01% 3647
2021
Q2 		$271K Buy
+4,429
New +$231K ﹤0.01% 3665

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

LPL Financial's PHR Position: Q2 2026 in Review

LPL Financial increased its Phreesia (PHR) stake by 189% in Q2 2026, buying an estimated $566K and bringing the position to 93,181 shares worth $959K. The position accounts for ﹤0.01% of the portfolio, ranked #4458.

LPL Financial first reported a position in PHR in Q2 2021 and has held it in 7 quarters since. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • LPL Financial held 93,181 shares of Phreesia worth $959K as of Q2 2026.
  • LPL Financial bought 60,962 Phreesia shares in Q2 2026, an estimated $566K.
  • Phreesia made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4458 holding.
  • LPL Financial first reported a position in Phreesia in Q2 2021 and has held it in 7 quarters since.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.