Morgan Stanley
PHR icon

Morgan Stanley’s Phreesia PHR Stock Holding History

Morgan Stanley’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 		$10.3M Buy
1,000,388
+270,679
+37% +$2.51M ﹤0.01% 3659
2026
Q1 		$6.11M Buy
729,709
+221,923
+44% +$2.94M ﹤0.01% 3981
2025
Q4 		$8.59M Buy
507,786
+132,590
+35% +$2.74M ﹤0.01% 3732
2025
Q3 		$8.82M Buy
375,196
+11,934
+3% +$325K ﹤0.01% 3655
2025
Q2 		$10.3M Buy
363,262
+155,943
+75% +$3.96M ﹤0.01% 3415
2025
Q1 		$5.3M Sell
207,319
-59,582
-22% -$1.62M ﹤0.01% 3881
2024
Q4 		$6.72M Sell
266,901
-81,120
-23% -$1.73M ﹤0.01% 3736
2024
Q3 		$7.93M Buy
348,021
+108,048
+45% +$2.53M ﹤0.01% 3613
2024
Q2 		$5.09M Sell
239,973
-38,041
-14% -$825K ﹤0.01% 3858
2024
Q1 		$6.65M Buy
278,014
+29,985
+12% +$745K ﹤0.01% 3681
2023
Q4 		$5.74M Buy
248,029
+73,183
+42% +$1.26M ﹤0.01% 3807
2023
Q3 		$3.27M Sell
174,846
-97,514
-36% -$2.62M ﹤0.01% 4046
2023
Q2 		$8.45M Sell
272,360
-5,077
-2% -$159K ﹤0.01% 3322
2023
Q1 		$8.96M Buy
277,437
+62,246
+29% +$2.19M ﹤0.01% 3241
2022
Q4 		$6.96M Sell
215,191
-21,315
-9% -$579K ﹤0.01% 3440
2022
Q3 		$6.03M Buy
236,506
+69,960
+42% +$1.75M ﹤0.01% 3517
2022
Q2 		$4.17M Sell
166,546
-11,552
-6% -$254K ﹤0.01% 3926
2022
Q1 		$4.69M Sell
178,098
-2,218
-1% -$68K ﹤0.01% 3759
2021
Q4 		$7.51M Buy
180,316
+41,696
+30% +$2.48M ﹤0.01% 3279
2021
Q3 		$8.55M Sell
138,620
-20,539
-13% -$1.37M ﹤0.01% 3076
2021
Q2 		$9.76M Sell
159,159
-103,773
-39% -$5.4M ﹤0.01% 3016
2021
Q1 		$13.7M Sell
262,932
-41,558
-14% -$2.62M ﹤0.01% 2320
2020
Q4 		$16.5M Buy
304,490
+259,548
+578% +$11.1M ﹤0.01% 1996
2020
Q3 		$1.44M Sell
44,942
-438,004
-91% -$13M ﹤0.01% 3938
2020
Q2 		$13.7M Sell
482,946
-205,122
-30% -$5.34M ﹤0.01% 1697
2020
Q1 		$14.5M Buy
688,068
+121,946
+22% +$3.34M ﹤0.01% 1506
2019
Q4 		$15.1M Sell
566,122
-5,252
-0.9% -$145K ﹤0.01% 1937
2019
Q3 		$13.9M Buy
+571,374
New +$15.1M ﹤0.01% 1807

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

Morgan Stanley's PHR Position: Q2 2026 in Review

Morgan Stanley increased its Phreesia (PHR) stake by 37% in Q2 2026, buying an estimated $2.51M and bringing the position to 1,000,388 shares worth $10.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3659.

Morgan Stanley first reported a position in PHR in Q3 2019 and has held it in 28 quarters since. The position peaked at $16.5M in Q4 2020. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Morgan Stanley held 1,000,388 shares of Phreesia worth $10.3M as of Q2 2026.
  • Morgan Stanley bought 270,679 Phreesia shares in Q2 2026, an estimated $2.51M.
  • Phreesia made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3659 holding.
  • Morgan Stanley first reported a position in Phreesia in Q3 2019 and has held it in 28 quarters since.
  • Morgan Stanley's Phreesia position peaked at $16.5M in Q4 2020.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.