Mackenzie Financial
PHR icon

Mackenzie Financial’s Phreesia PHR Stock Holding History

Mackenzie 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 		$1.4M Buy
135,836
+45,948
+51% +$427K ﹤0.01% 1131
2026
Q1 		$753K Buy
89,888
+42,006
+88% +$556K ﹤0.01% 1141
2025
Q4 		$814K Buy
47,882
+33,021
+222% +$681K ﹤0.01% 1113
2025
Q3 		$350K Sell
14,861
-1,348
-8% -$36.7K ﹤0.01% 1356
2025
Q2 		$461K Hold
16,209
– – ﹤0.01% 1256
2025
Q1 		$414K Buy
+16,209
New +$441K ﹤0.01% 1255

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

Mackenzie Financial's PHR Position: Q2 2026 in Review

Mackenzie Financial increased its Phreesia (PHR) stake by 51% in Q2 2026, buying an estimated $427K and bringing the position to 135,836 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Mackenzie Financial first reported a position in PHR in Q1 2025 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Mackenzie Financial held 135,836 shares of Phreesia worth $1.4M as of Q2 2026.
  • Mackenzie Financial bought 45,948 Phreesia shares in Q2 2026, an estimated $427K.
  • Phreesia made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1131 holding.
  • Mackenzie Financial first reported a position in Phreesia in Q1 2025 and has held it in 6 quarters since.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

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