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Rothschild Investment LLC’s Phreesia PHR Stock Holding History

Rothschild Investment LLC’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 		$12.7K Buy
1,231
+297
+32% +$2.76K ﹤0.01% 1753
2026
Q1 		$7.83K Buy
934
+831
+807% +$11K ﹤0.01% 1818
2025
Q4 		$1.74K Sell
103
-63
-38% -$1.3K ﹤0.01% 2448
2025
Q3 		$3.9K Buy
166
+51
+44% +$1.39K ﹤0.01% 1817
2025
Q2 		$3.27K Buy
115
+50
+77% +$1.27K ﹤0.01% 1727
2025
Q1 		$1.66K Buy
65
+25
+63% +$680 ﹤0.01% 2015
2024
Q4 		$1.01K Sell
40
-20
-33% -$427 ﹤0.01% 2218
2024
Q3 		$1.37K Buy
60
+35
+140% +$820 ﹤0.01% 1948
2024
Q2 		$530 Buy
25
+20
+400% +$434 ﹤0.01% 1976
2024
Q1 		$120 Buy
+5
New +$124 ﹤0.01% 2104

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

Rothschild Investment LLC's PHR Position: Q2 2026 in Review

Rothschild Investment LLC increased its Phreesia (PHR) stake by 32% in Q2 2026, buying an estimated $2.76K and bringing the position to 1,231 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

Rothschild Investment LLC first reported a position in PHR in Q1 2024 and has held it in 10 quarters since. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Rothschild Investment LLC held 1,231 shares of Phreesia worth $12.7K as of Q2 2026.
  • Rothschild Investment LLC bought 297 Phreesia shares in Q2 2026, an estimated $2.76K.
  • Phreesia made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1753 holding.
  • Rothschild Investment LLC first reported a position in Phreesia in Q1 2024 and has held it in 10 quarters since.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.