MO
PHR icon

McMillan Office’s Phreesia PHR Stock Holding History

McMillan Office’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 		$170K Hold
16,495
– – 0.02% 198
2026
Q1 		$138K Buy
16,495
+1,000
+6% +$13.2K 0.02% 208
2025
Q4 		$262K Buy
+15,495
New +$320K 0.03% 163

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 $3.38T AUM 44.17% 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

McMillan Office's PHR Position: Q2 2026 in Review

McMillan Office held its Phreesia (PHR) position steady in Q2 2026 at 16,495 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #198.

McMillan Office first reported a position in PHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $262K in Q4 2025. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • McMillan Office held 16,495 shares of Phreesia worth $170K as of Q2 2026.
  • McMillan Office left its Phreesia share count unchanged in Q2 2026.
  • Phreesia made up 0.02% of McMillan Office's portfolio in Q2 2026, its #198 holding.
  • McMillan Office first reported a position in Phreesia in Q4 2025 and has held it in 3 quarters since.
  • McMillan Office's Phreesia position peaked at $262K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on McMillan Office's 13F filing for Q2 2026, filed 13 Aug 2026.