Osaic Holdings
PHR icon

Osaic Holdings’s Phreesia PHR Stock Holding History

Osaic Holdings’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 		$13K Sell
1,268
-998
-44% -$9.27K ﹤0.01% 6448
2026
Q1 		$19K Buy
2,266
+100
+5% +$1.32K ﹤0.01% 5891
2025
Q4 		$36.6K Sell
2,166
-2,205
-50% -$45.5K ﹤0.01% 5456
2025
Q3 		$103K Buy
4,371
+4,224
+2,873% +$115K ﹤0.01% 4751
2025
Q2 		$4.17K Buy
147
+143
+3,575% +$3.63K ﹤0.01% 6638
2025
Q1 		$102 Sell
4
-4
-50% -$109 ﹤0.01% 7235
2024
Q4 		$201 Sell
8
-124
-94% -$2.65K ﹤0.01% 7159
2024
Q3 		$3.01K Hold
132
– – ﹤0.01% 6438
2024
Q2 		$2.8K Sell
132
-60
-31% -$1.3K ﹤0.01% 6464
2024
Q1 		$4.59K Sell
192
-1,086
-85% -$27K ﹤0.01% 6124
2023
Q4 		$29.1K Sell
1,278
-494
-28% -$8.52K ﹤0.01% 5267
2023
Q3 		$33.1K Buy
1,772
+1,083
+157% +$29.1K ﹤0.01% 5261
2023
Q2 		$21.4K Sell
689
-318
-32% -$9.96K ﹤0.01% 5518
2023
Q1 		$32.5K Buy
1,007
+11
+1% +$387 ﹤0.01% 5268
2022
Q4 		$34K Sell
996
-80
-7% -$2.17K ﹤0.01% 5209
2022
Q3 		$28K Buy
1,076
+53
+5% +$1.32K ﹤0.01% 5349
2022
Q2 		$26K Buy
1,023
+28
+3% +$617 ﹤0.01% 5431
2022
Q1 		$27K Sell
995
-324
-25% -$9.93K ﹤0.01% 5496
2021
Q4 		$55K Buy
1,319
+512
+63% +$30.4K ﹤0.01% 5077
2021
Q3 		$48K Sell
807
-118
-13% -$7.87K ﹤0.01% 5147
2021
Q2 		$55K Sell
925
-414
-31% -$21.6K ﹤0.01% 4972
2021
Q1 		$70K Buy
1,339
+874
+188% +$55.1K ﹤0.01% 4634
2020
Q4 		$26K Sell
465
-1,841
-80% -$79K ﹤0.01% 4999
2020
Q3 		$75K Sell
2,306
-96
-4% -$2.86K ﹤0.01% 4032
2020
Q2 		$68K Buy
2,402
+2,113
+731% +$55K ﹤0.01% 3970
2020
Q1 		$7K Buy
+289
New +$7.92K ﹤0.01% 5200

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

Osaic Holdings's PHR Position: Q2 2026 in Review

Osaic Holdings reduced its Phreesia (PHR) stake by 44% in Q2 2026, selling an estimated $9.27K and leaving 1,268 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #6448.

Osaic Holdings first reported a position in PHR in Q1 2020 and has held it in 26 quarters since. The position peaked at $103K in Q3 2025. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Osaic Holdings held 1,268 shares of Phreesia worth $13K as of Q2 2026.
  • Osaic Holdings sold 998 Phreesia shares in Q2 2026, an estimated $9.27K.
  • Phreesia made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6448 holding.
  • Osaic Holdings first reported a position in Phreesia in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Phreesia position peaked at $103K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.