Raymond James Financial
PHR icon

Raymond James Financial’s Phreesia PHR Stock Holding History

Raymond James Financial’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 		$122K Sell
11,851
-3,862
-25% -$35.9K ﹤0.01% 5148
2026
Q1 		$132K Sell
15,713
-4,329
-22% -$57.3K ﹤0.01% 4982
2025
Q4 		$339K Sell
20,042
-3,878
-16% -$80K ﹤0.01% 4493
2025
Q3 		$563K Buy
23,920
+9,871
+70% +$268K ﹤0.01% 4046
2025
Q2 		$400K Buy
14,049
+375
+3% +$9.52K ﹤0.01% 4137
2025
Q1 		$350K Sell
13,674
-1,382
-9% -$37.6K ﹤0.01% 4125
2024
Q4 		$379K Buy
+15,056
New +$322K ﹤0.01% 4055

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 $3.38T AUM 44.17% 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

Raymond James Financial's PHR Position: Q2 2026 in Review

Raymond James Financial reduced its Phreesia (PHR) stake by 25% in Q2 2026, selling an estimated $35.9K and leaving 11,851 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #5148.

Raymond James Financial first reported a position in PHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $563K in Q3 2025. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Raymond James Financial held 11,851 shares of Phreesia worth $122K as of Q2 2026.
  • Raymond James Financial sold 3,862 Phreesia shares in Q2 2026, an estimated $35.9K.
  • Phreesia made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #5148 holding.
  • Raymond James Financial first reported a position in Phreesia in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Phreesia position peaked at $563K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.