Mercer Global Advisors
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Mercer Global Advisors’s Phreesia PHR Stock Holding History

Mercer Global Advisors’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 		$997K Buy
96,891
+48,248
+99% +$448K ﹤0.01% 1747
2026
Q1 		$408K Buy
+48,643
New +$643K ﹤0.01% 2149
2025
Q2 		– Sell
-10,569
Closed -$270K – 2349
2025
Q1 		$270K Buy
10,569
+1,764
+20% +$48K ﹤0.01% 1817
2024
Q4 		$222K Sell
8,805
-2,317
-21% -$49.5K ﹤0.01% 1916
2024
Q3 		$249K Sell
11,122
-288
-3% -$6.75K ﹤0.01% 1695
2024
Q2 		$242K Sell
11,410
-1,246
-10% -$27K ﹤0.01% 1691
2024
Q1 		$303K Buy
12,656
+3,793
+43% +$94.2K ﹤0.01% 1557
2023
Q4 		$205K Sell
8,863
-3,442
-28% -$59.4K ﹤0.01% 1835
2023
Q3 		$230K Buy
+12,305
New +$331K ﹤0.01% 1697

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

Mercer Global Advisors's PHR Position: Q2 2026 in Review

Mercer Global Advisors increased its Phreesia (PHR) stake by 99% in Q2 2026, buying an estimated $448K and bringing the position to 96,891 shares worth $997K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

Mercer Global Advisors first reported a position in PHR in Q3 2023 and has held it in 9 quarters since. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Mercer Global Advisors held 96,891 shares of Phreesia worth $997K as of Q2 2026.
  • Mercer Global Advisors bought 48,248 Phreesia shares in Q2 2026, an estimated $448K.
  • Phreesia made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1747 holding.
  • Mercer Global Advisors first reported a position in Phreesia in Q3 2023 and has held it in 9 quarters since.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.