Luther King Capital Management (LKCM)
PHR icon

Luther King Capital Management (LKCM)’s Phreesia PHR Stock Holding History

Luther King Capital Management (LKCM)’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 		$792K Sell
77,000
-221,793
-74% -$2.06M ﹤0.01% 446
2026
Q1 		$2.5M Buy
298,793
+30,479
+11% +$403K 0.01% 329
2025
Q4 		$4.54M Buy
268,314
+169,900
+173% +$3.51M 0.02% 268
2025
Q3 		$2.31M Buy
98,414
+15,518
+19% +$422K 0.01% 331
2025
Q2 		$2.36M Buy
+82,896
New +$2.1M 0.01% 318

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

Luther King Capital Management (LKCM)'s PHR Position: Q2 2026 in Review

Luther King Capital Management (LKCM) reduced its Phreesia (PHR) stake by 74% in Q2 2026, selling an estimated $2.06M and leaving 77,000 shares worth $792K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Luther King Capital Management (LKCM) first reported a position in PHR in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.54M in Q4 2025. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Luther King Capital Management (LKCM) held 77,000 shares of Phreesia worth $792K as of Q2 2026.
  • Luther King Capital Management (LKCM) sold 221,793 Phreesia shares in Q2 2026, an estimated $2.06M.
  • Phreesia made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #446 holding.
  • Luther King Capital Management (LKCM) first reported a position in Phreesia in Q2 2025 and has held it in 5 quarters since.
  • Luther King Capital Management (LKCM)'s Phreesia position peaked at $4.54M in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.