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Sunbelt Securities’s Phreesia PHR Stock Holding History

Sunbelt 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
Q1 		$997 Buy
119
+87
+272% +$1.15K ﹤0.01% 2100
2025
Q4 		$541 Buy
32
+25
+357% +$516 ﹤0.01% 2223
2025
Q3 		$165 Buy
+7
New +$190 ﹤0.01% 2442

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Sunbelt Securities's PHR Position: Q1 2026 in Review

Sunbelt Securities increased its Phreesia (PHR) stake by 272% in Q1 2026, buying an estimated $1.15K and bringing the position to 119 shares worth $997. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

Sunbelt Securities first reported a position in PHR in Q3 2025 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold PHR as of Q1 2026.

  • Sunbelt Securities held 119 shares of Phreesia worth $997 as of Q1 2026.
  • Sunbelt Securities bought 87 Phreesia shares in Q1 2026, an estimated $1.15K.
  • Phreesia made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2100 holding.
  • Sunbelt Securities first reported a position in Phreesia in Q3 2025 and has held it in 3 quarters since.
  • 246 funds tracked by Wall St. Rank held Phreesia as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.