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Probity Advisors’s Phreesia PHR Stock Holding History

Probity 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 		$198K Buy
19,264
+2,070
+12% +$19.2K 0.03% 231
2026
Q1 		$144K Buy
17,194
+6,062
+54% +$80.2K 0.02% 229
2025
Q4 		$188K Sell
11,132
-2,173
-16% -$44.8K 0.03% 230
2025
Q3 		$313K Buy
13,305
+94
+0.7% +$2.56K 0.05% 195
2025
Q2 		$376K Buy
13,211
+1,168
+10% +$29.6K 0.07% 179
2025
Q1 		$308K Sell
12,043
-31
-0.3% -$843 0.06% 191
2024
Q4 		$304K Buy
+12,074
New +$258K 0.06% 193
2022
Q1 		– Sell
-5,029
Closed -$210K – 193
2021
Q4 		$210K Sell
5,029
-105
-2% -$6.24K 0.04% 189
2021
Q3 		$317K Buy
5,134
+15
+0.3% +$1K 0.07% 171
2021
Q2 		$314K Buy
5,119
+504
+11% +$26.2K 0.07% 164
2021
Q1 		$240K Buy
+4,615
New +$291K 0.05% 181

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

Probity Advisors's PHR Position: Q2 2026 in Review

Probity Advisors increased its Phreesia (PHR) stake by 12% in Q2 2026, buying an estimated $19.2K and bringing the position to 19,264 shares worth $198K. The position accounts for 0.03% of the portfolio, ranked #231.

Probity Advisors first reported a position in PHR in Q1 2021 and has held it in 11 quarters since. The position peaked at $376K in Q2 2025. 225 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Probity Advisors held 19,264 shares of Phreesia worth $198K as of Q2 2026.
  • Probity Advisors bought 2,070 Phreesia shares in Q2 2026, an estimated $19.2K.
  • Phreesia made up 0.03% of Probity Advisors's portfolio in Q2 2026, its #231 holding.
  • Probity Advisors first reported a position in Phreesia in Q1 2021 and has held it in 11 quarters since.
  • Probity Advisors's Phreesia position peaked at $376K in Q2 2025.
  • 225 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.