Swiss Life Asset Management’s Phreesia PHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$151K Sell
14,693
-1,137
-7% -$10.6K ﹤0.01% 1563
2026
Q1
$133K Buy
+15,830
New +$209K ﹤0.01% 1442

Other funds holding PHR

Swiss Life Asset Management's PHR Position: Q2 2026 in Review

Swiss Life Asset Management reduced its Phreesia (PHR) stake by 7.2% in Q2 2026, selling an estimated $10.6K and leaving 14,693 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Swiss Life Asset Management first reported a position in PHR in Q1 2026 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Swiss Life Asset Management held 14,693 shares of Phreesia worth $151K as of Q2 2026.
  • Swiss Life Asset Management sold 1,137 Phreesia shares in Q2 2026, an estimated $10.6K.
  • Phreesia made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1563 holding.
  • Swiss Life Asset Management first reported a position in Phreesia in Q1 2026 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.