Massachusetts Financial Services
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Massachusetts Financial Services’s Phreesia PHR Stock Holding History

Massachusetts Financial Services’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 		– Sell
-13,317
Closed -$112K – 1049
2026
Q1 		$112K Sell
13,317
-356
-3% -$4.71K ﹤0.01% 945
2025
Q4 		$231K Buy
+13,673
New +$282K ﹤0.01% 908
2020
Q2 		– Sell
-333,871
Closed -$7.02M – 828
2020
Q1 		$7.02M Sell
333,871
-81,710
-20% -$2.24M ﹤0.01% 615
2019
Q4 		$11.1M Sell
415,581
-77,616
-16% -$2.15M ﹤0.01% 591
2019
Q3 		$12M Buy
+493,197
New +$13M ﹤0.01% 589

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

Massachusetts Financial Services's PHR Position: Q2 2026 in Review

Massachusetts Financial Services sold out of Phreesia (PHR) in Q2 2026, closing a stake of 13,317 shares — an estimated $112K sold.

Massachusetts Financial Services first reported a position in PHR in Q3 2019 and held it in 5 quarters. The position peaked at $12M in Q3 2019. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Massachusetts Financial Services reported no remaining Phreesia position as of Q2 2026 after selling out during the quarter.
  • Massachusetts Financial Services sold 13,317 Phreesia shares in Q2 2026, an estimated $112K.
  • Massachusetts Financial Services first reported a position in Phreesia in Q3 2019 and held it in 5 quarters.
  • Massachusetts Financial Services's Phreesia position peaked at $12M in Q3 2019.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.