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OP Asset Management’s Phreesia PHR Stock Holding History

OP Asset Management’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 		$7.26M Sell
705,874
-68,270
-9% -$634K 0.08% 197
2026
Q1 		$6.49M Buy
774,144
+761,788
+6,165% +$10.1M 0.07% 198
2025
Q4 		$209K Buy
12,356
+4,930
+66% +$102K ﹤0.01% 730
2025
Q3 		$175K Hold
7,426
– – ﹤0.01% 747
2025
Q2 		$211K Sell
7,426
-10,797
-59% -$274K ﹤0.01% 735
2025
Q1 		$466K Buy
+18,223
New +$495K 0.01% 687

Other funds holding PHR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
OR
Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

OP Asset Management's PHR Position: Q2 2026 in Review

OP Asset Management reduced its Phreesia (PHR) stake by 8.8% in Q2 2026, selling an estimated $634K and leaving 705,874 shares worth $7.26M. The position accounts for 0.08% of the portfolio, ranked #197.

OP Asset Management first reported a position in PHR in Q1 2025 and has held it in 6 quarters since. 32 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • OP Asset Management held 705,874 shares of Phreesia worth $7.26M as of Q2 2026.
  • OP Asset Management sold 68,270 Phreesia shares in Q2 2026, an estimated $634K.
  • Phreesia made up 0.08% of OP Asset Management's portfolio in Q2 2026, its #197 holding.
  • OP Asset Management first reported a position in Phreesia in Q1 2025 and has held it in 6 quarters since.
  • 32 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.