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LRI Investments’s Phreesia PHR Stock Holding History

LRI Investments’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 		$669 Buy
65
+21
+48% +$195 ﹤0.01% 1477
2026
Q1 		$369 Buy
+44
New +$582 ﹤0.01% 1387

Other funds holding PHR

OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
LA
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
OR
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
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

LRI Investments's PHR Position: Q2 2026 in Review

LRI Investments increased its Phreesia (PHR) stake by 48% in Q2 2026, buying an estimated $195 and bringing the position to 65 shares worth $669. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

LRI Investments first reported a position in PHR in Q1 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • LRI Investments held 65 shares of Phreesia worth $669 as of Q2 2026.
  • LRI Investments bought 21 Phreesia shares in Q2 2026, an estimated $195.
  • Phreesia made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1477 holding.
  • LRI Investments first reported a position in Phreesia in Q1 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.