Rockefeller Capital Management
PHR icon

Rockefeller Capital Management’s Phreesia PHR Stock Holding History

Rockefeller 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 		$3.59K Sell
349
-1,759
-83% -$16.3K ﹤0.01% 4313
2026
Q1 		$17.7K Sell
2,108
-647
-23% -$8.56K ﹤0.01% 3759
2025
Q4 		$46.6K Buy
2,755
+2,149
+355% +$44.3K ﹤0.01% 3106
2025
Q3 		$14.3K Buy
+606
New +$16.5K ﹤0.01% 3509
2023
Q3 		– Sell
-6,012
Closed -$114K – 1739
2023
Q2 		$114K Sell
6,012
-541
-8% -$16.9K ﹤0.01% 1760
2023
Q1 		$211K Buy
6,553
+2,091
+47% +$73.6K ﹤0.01% 1793
2022
Q4 		$144K Sell
4,462
-62
-1% -$1.68K ﹤0.01% 1830
2022
Q3 		$115K Buy
4,524
+3,887
+610% +$97K ﹤0.01% 1917
2022
Q2 		$15K Buy
637
+574
+911% +$12.6K ﹤0.01% 2907
2022
Q1 		$1K Sell
63
-488
-89% -$15K ﹤0.01% 3765
2021
Q4 		$22K Buy
551
+74
+16% +$4.39K ﹤0.01% 2603
2021
Q3 		$29K Hold
477
– – ﹤0.01% 2416
2021
Q2 		$29K Hold
477
– – ﹤0.01% 2316
2021
Q1 		$24K Buy
477
+12
+3% +$756 ﹤0.01% 2205
2020
Q4 		$25K Buy
+465
New +$20K ﹤0.01% 1919

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

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

Rockefeller Capital Management reduced its Phreesia (PHR) stake by 83% in Q2 2026, selling an estimated $16.3K and leaving 349 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #4313.

Rockefeller Capital Management first reported a position in PHR in Q4 2020 and has held it in 15 quarters since. The position peaked at $211K in Q1 2023. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Rockefeller Capital Management held 349 shares of Phreesia worth $3.59K as of Q2 2026.
  • Rockefeller Capital Management sold 1,759 Phreesia shares in Q2 2026, an estimated $16.3K.
  • Phreesia made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4313 holding.
  • Rockefeller Capital Management first reported a position in Phreesia in Q4 2020 and has held it in 15 quarters since.
  • Rockefeller Capital Management's Phreesia position peaked at $211K in Q1 2023.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.