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Steward Partners Investment Advisory’s Phreesia PHR Stock Holding History

Steward Partners Investment Advisory’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 		$1.34K Hold
130
– – ﹤0.01% 4321
2026
Q1 		$1.09K Sell
130
-111
-46% -$1.47K ﹤0.01% 4173
2025
Q4 		$4.08K Sell
241
-37
-13% -$763 ﹤0.01% 3753
2025
Q3 		$6.54K Buy
278
+195
+235% +$5.3K ﹤0.01% 3563
2025
Q2 		$2.36K Hold
83
– – ﹤0.01% 3702
2025
Q1 		$2.12K Buy
+83
New +$2.26K ﹤0.01% 3629

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

Steward Partners Investment Advisory's PHR Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Phreesia (PHR) position steady in Q2 2026 at 130 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #4321.

Steward Partners Investment Advisory first reported a position in PHR in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.54K in Q3 2025. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Steward Partners Investment Advisory held 130 shares of Phreesia worth $1.34K as of Q2 2026.
  • Steward Partners Investment Advisory left its Phreesia share count unchanged in Q2 2026.
  • Phreesia made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4321 holding.
  • Steward Partners Investment Advisory first reported a position in Phreesia in Q1 2025 and has held it in 6 quarters since.
  • Steward Partners Investment Advisory's Phreesia position peaked at $6.54K in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.