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PHR icon

SBI Securities’s Phreesia PHR Stock Holding History

SBI Securities’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 		$113 Hold
11
– – ﹤0.01% 3477
2026
Q1 		$92 Hold
11
– – ﹤0.01% 3427
2025
Q4 		$186 Sell
11
-2
-15% -$41 ﹤0.01% 3234
2025
Q3 		$306 Buy
13
+12
+1,200% +$326 ﹤0.01% 3175
2025
Q2 		$28 Hold
1
– – ﹤0.01% 3854
2025
Q1 		$26 Hold
1
– – ﹤0.01% 3798
2024
Q4 		$25 Buy
+1
New +$21 ﹤0.01% 3784

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 $3.37T 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

SBI Securities's PHR Position: Q2 2026 in Review

SBI Securities held its Phreesia (PHR) position steady in Q2 2026 at 11 shares worth $113. The position accounts for ﹤0.01% of the portfolio, ranked #3477.

SBI Securities first reported a position in PHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $306 in Q3 2025. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • SBI Securities held 11 shares of Phreesia worth $113 as of Q2 2026.
  • SBI Securities left its Phreesia share count unchanged in Q2 2026.
  • Phreesia made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3477 holding.
  • SBI Securities first reported a position in Phreesia in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Phreesia position peaked at $306 in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.