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Richardson Capital Management’s Phreesia PHR Stock Holding History

Richardson Capital 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 		– Sell
-32
Closed -$268 – 351
2026
Q1 		$268 Buy
+32
New +$423 ﹤0.01% 394

Other funds holding PHR

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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
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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

Richardson Capital Management's PHR Position: Q2 2026 in Review

Richardson Capital Management sold out of Phreesia (PHR) in Q2 2026, closing a stake of 32 shares — an estimated $268 sold.

Richardson Capital Management first reported a position in PHR in Q1 2026 and held it in 1 quarter. The position peaked at $268 in Q1 2026. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Richardson Capital Management reported no remaining Phreesia position as of Q2 2026 after selling out during the quarter.
  • Richardson Capital Management sold 32 Phreesia shares in Q2 2026, an estimated $268.
  • Richardson Capital Management first reported a position in Phreesia in Q1 2026 and held it in 1 quarter.
  • Richardson Capital Management's Phreesia position peaked at $268 in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.