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
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 $1.14B AUM 42.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Raymond James Financial's PHR Position: Q1 2026 in Review

Raymond James Financial reduced its Phreesia (PHR) stake by 22% in Q1 2026, selling an estimated $57.3K and leaving 15,713 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #4982.

Raymond James Financial first reported a position in PHR in Q4 2024 and has held it in 6 quarters since. The position peaked at $563K in Q3 2025. 244 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Raymond James Financial held 15,713 shares of Phreesia worth $132K as of Q1 2026.
  • Raymond James Financial sold 4,329 Phreesia shares in Q1 2026, an estimated $57.3K.
  • Phreesia made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4982 holding.
  • Raymond James Financial first reported a position in Phreesia in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Phreesia position peaked at $563K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.